Gotthard Systems Holding AG

Corporate

Company · Client since 1990 · Fribourg, FR · KYC: Standard

Relationship manager

Patrick Frei

Corporate & Institutional · Zug

Cash

CHF 1.22m

Deposits

CHF 1.44m

Investments

CHF 3.27m

Lending

CHF 458k

Net flow 30d CHF 519k

Relationship summary

Synthetic banking data

Business client in the Corporate segment, with the bank since 1990 and based in Fribourg. Total deposits CHF 1'436'700, investments CHF 3'274'700, lending CHF 458'000. Net flow over the last 30 days is CHF 518'500. 1 opportunity signal is currently open.

Dormant relationship: CHF 301'500 · Re-engagement outreach

Accounts

Type	IBAN	Currency	Balance
Business	CH81 0076 3153 9045 3304 7	CHF	CHF 405'900
Business	CH88 0076 4378 1608 1346 0	CHF	CHF 405'900
Business	CH16 0076 3053 6403 9507 2	CHF	CHF 405'900

Lending

Facility	Detail	Rate	Balance
Loan	Property acquisition · 94 months remaining	3.73%	CHF 458'000

Portfolio

Asset class	Instrument	Value	YTD
Cash	Capital-Protected Note	CHF 856'100	13.1%
Equities	CHF Corporate Bonds	CHF 2'418'600	-4.7%

Opportunities and signals

Type	Reason	Confidence	Value	Action
Dormant relationship	High-value relationship of CHF 457'000 with no contact in 14 months.	83%	CHF 302k	Re-engagement outreach

Recent transactions

Latest 12

Date	Description	Channel	Amount
2026-07-28	Versicherung Zurich	SEPA	CHF 6'127
2026-07-28	Restaurant Rebstock	Standing order	CHF -2'538
2026-07-09	Pensionskasse	SIC	CHF -2'092
2026-06-17	Restaurant Rebstock	Standing order	CHF -1'210
2026-06-17	Restaurant Rebstock	SWIFT	CHF -2'460
2026-06-14	Migros	SEPA	CHF 51'975

Interactions

Phone2025-08-13
Card limit increase requested.