Clients
Lukas Jacquier
PrivateIndividual · Client since 1988 · Solothurn, SO · KYC: Enhanced
Relationship manager
Zoé Müller
Business Banking · Bern Bundesplatz
Cash
CHF 927k
Deposits
CHF 2.03m
Investments
CHF 3.28m
Lending
CHF 0
Net flow 30d CHF -429k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 1988 and based in Solothurn. Total deposits CHF 2'028'700, investments CHF 3'282'100, lending CHF 0. Net flow over the last 30 days is CHF -429'000. 1 opportunity signal is currently open.
- Business growth
- CHF 161'500 · Working capital discussion
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH42 0076 9384 2829 4289 1 | CHF | CHF 927'200 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Bonds | European Equity Fund | CHF 771'500 | 0.6% |
| Funds | Swiss Government Bonds | CHF 1'005'500 | 13.1% |
| Structured | Capital-Protected Note | CHF 1'505'100 | 0.3% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Business growth | Customer receipts up materially, CHF 193'000 in the last quarter. | 86% | CHF 162k | Working capital discussion |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-04 | Steueramt | SIC | CHF 2'399 |
| 2026-07-30 | Steueramt | SWIFT | CHF 4'709 |
| 2026-07-11 | Apotheke Zentrum | SEPA | CHF -2'008 |
| 2026-07-08 | Krankenkasse Helvetia | Standing order | CHF 8'920 |
| 2026-07-06 | Baumarkt Jumbo | SWIFT | CHF 4'633 |
| 2026-06-26 | Restaurant Rebstock | SEPA | CHF -5'368 |
Interactions
- Advisory meeting2026-03-04
Annual relationship review completed.
- Branch2025-12-25
E-banking support request — resolved.