Clients
Thomas Frei
RetailIndividual · Client since 1990 · Basel, BS · KYC: Standard
Relationship manager
Zoé Müller
Business Banking · Bern Bundesplatz
Cash
CHF 70k
Deposits
CHF 74k
Investments
CHF 0
Lending
CHF 886k
Net flow 30d CHF 100
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1990 and based in Basel. Total deposits CHF 74'400, investments CHF 0, lending CHF 886'000. Net flow over the last 30 days is CHF 100, and a Variable mortgage of CHF 886'000 renews in 62 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH17 0076 8029 7041 8798 1 | CHF | CHF 34'800 |
| Savings | CH89 0076 8332 5725 1514 4 | CHF | CHF 4'900 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Variable · Mehrfamilienhaus, Basel · renews in 62 d | 2.44% | CHF 886'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Pensionskasse | Standing order | CHF -4'768 |
| 2026-08-07 | SBB Ticketing | SWIFT | CHF -2'142 |
| 2026-07-20 | Digitec Galaxus | SIC | CHF -5'416 |
| 2026-07-17 | Baumarkt Jumbo | SWIFT | CHF -3'010 |
| 2026-06-25 | Payroll — Employer | Standing order | CHF 5'554 |
| 2026-06-16 | Steueramt | SWIFT | CHF 5'680 |
Interactions
- E-banking2026-03-08
Card limit increase requested.
- Advisory meeting2025-06-22
Card limit increase requested.