Clients
Corinne Zimmermann
AffluentIndividual · Client since 1991 · Thun, BE · KYC: Standard
Relationship manager
Zoé Müller
Business Banking · Bern Bundesplatz
Cash
CHF 385k
Deposits
CHF 951k
Investments
CHF 1.52m
Lending
CHF 451k
Net flow 30d CHF 250k
Relationship summary
Synthetic banking dataPrivate client in the Affluent segment, with the bank since 1991 and based in Thun. Total deposits CHF 951'000, investments CHF 1'520'600, lending CHF 451'000. Net flow over the last 30 days is CHF 249'600, and a Variable mortgage of CHF 451'000 renews in 22 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH28 0076 4803 2786 8296 3 | CHF | CHF 192'700 |
| Custody | CH39 0076 8842 4827 1636 3 | CHF | CHF 1'520'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Variable · Einfamilienhaus, Thun · renews in 22 d | 2.23% | CHF 451'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Equities | European Equity Fund | CHF 339'600 | -1.4% |
| Bonds | Global Equity Fund | CHF 276'500 | 11.4% |
| Funds | Money Market CHF | CHF 904'500 | 4.4% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-30 | Coop SupermarktUnusual | Standing order | CHF 90'436 |
| 2026-07-17 | Migros | Standing order | CHF -389 |
| 2026-07-11 | Coop Supermarkt | SIC | CHF -8'793 |
| 2026-07-10 | Baumarkt Jumbo | Standing order | CHF 1'968 |
| 2026-07-07 | Immobilien Verwaltung AG | SIC | CHF 7'655 |
| 2026-07-03 | Migros | Standing order | CHF -5'510 |
Interactions
- Advisory meeting2026-04-24
Business account documentation updated.