Clients
Thomas Müller
RetailIndividual · Client since 1996 · Genève, GE · KYC: Standard
Relationship manager
Marina Müller
Private Clients · Lausanne
Cash
CHF 147k
Deposits
CHF 162k
Investments
CHF 0
Lending
CHF 1.32m
Net flow 30d CHF -19k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1996 and based in Genève. Total deposits CHF 162'000, investments CHF 0, lending CHF 1'324'000. Net flow over the last 30 days is CHF -18'700, and a Fixed mortgage of CHF 1'324'000 renews in 16 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH53 0076 6868 5603 1037 2 | CHF | CHF 146'800 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Renditeobjekt, Genève · renews in 16 d | 1.60% | CHF 1'324'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Restaurant Rebstock | Card | CHF -6'030 |
| 2026-08-11 | Migros | SWIFT | CHF 5'132 |
| 2026-08-03 | Coop Supermarkt | Internal | CHF 7'296 |
| 2026-08-02 | SBB Ticketing | SWIFT | CHF -3'767 |
| 2026-07-13 | Krankenkasse Helvetia | Card | CHF 7'867 |
| 2026-07-04 | Versicherung Zurich | SIC | CHF 7'122 |
Interactions
- Advisory meeting2026-05-06
Card limit increase requested.
- E-banking2026-02-22
E-banking support request — resolved.
- E-banking2025-10-18
E-banking support request — resolved.