Clients
Lukas Schmid
RetailIndividual · Client since 1991 · Genève, GE · KYC: Standard
Relationship manager
Jonas Weber
Business Banking · Lausanne
Cash
CHF 28k
Deposits
CHF 31k
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF 7k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1991 and based in Genève. Total deposits CHF 30'500, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 7'200. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH12 0076 5146 3530 9393 1 | CHF | CHF 27'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Restaurant Rebstock | Standing order | CHF 6'351 |
| 2026-07-27 | Migros | Card | CHF -3'856 |
| 2026-07-07 | Swisscom | Card | CHF -7'503 |
| 2026-07-02 | Restaurant Rebstock | SWIFT | CHF -8'888 |
| 2026-06-28 | Immobilien Verwaltung AG | Standing order | CHF -2'499 |
| 2026-06-25 | Steueramt | SWIFT | CHF 4'880 |
Interactions
- Branch2026-03-26
E-banking support request — resolved.
- E-banking2025-08-22
Mortgage renewal options discussed by phone.