Clients
Matthias Suter
AffluentIndividual · Client since 1997 · Thun, BE · KYC: Enhanced
Relationship manager
Jonas Weber
Business Banking · Lausanne
Cash
CHF 270k
Deposits
CHF 388k
Investments
CHF 446k
Lending
CHF 1.56m
Net flow 30d CHF -98k
Relationship summary
Synthetic banking dataPrivate client in the Affluent segment, with the bank since 1997 and based in Thun. Total deposits CHF 388'100, investments CHF 445'600, lending CHF 1'556'000. Net flow over the last 30 days is CHF -98'000, and a Fixed mortgage of CHF 1'556'000 renews in 552 days. 1 opportunity signal is currently open.
- Investment maturity
- CHF 319'500 · Reinvestment proposal
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH55 0076 6910 9053 8439 3 | CHF | CHF 135'100 |
| Savings | CH14 0076 3993 8263 6052 7 | CHF | CHF 118'000 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Renditeobjekt, Thun · renews in 552 d | 2.44% | CHF 1'556'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Equities | Multi-Asset Balanced | CHF 206'000 | 5.5% |
| Bonds | Capital-Protected Note | CHF 239'600 | -5.1% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Investment maturity | Structured position of CHF 596'000 maturing within the quarter. | 55% | CHF 320k | Reinvestment proposal |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-04 | Payroll — Employer | Internal | CHF -6'892 |
| 2026-07-28 | Apotheke Zentrum | Standing order | CHF 2'588 |
| 2026-07-24 | Restaurant Rebstock | Card | CHF 6'720 |
| 2026-07-07 | Restaurant Rebstock | SEPA | CHF 7'474 |
| 2026-07-07 | Immobilien Verwaltung AG | Card | CHF 450 |
| 2026-07-03 | Elektrizitätswerk | SIC | CHF -2'806 |
Interactions
- E-banking2026-01-24
Pension planning consultation booked.