Clients
Tanja Brunner
PrivateIndividual · Client since 1993 · Fribourg, FR · KYC: Enhanced
Relationship manager
Marina Roth
Business Banking · Lugano
Cash
CHF 1.61m
Deposits
CHF 2.02m
Investments
CHF 5.01m
Lending
CHF 1.85m
Net flow 30d CHF 354k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 1993 and based in Fribourg. Total deposits CHF 2'016'400, investments CHF 5'008'100, lending CHF 1'855'000. Net flow over the last 30 days is CHF 354'100, and a Fixed mortgage of CHF 1'855'000 renews in 457 days. 1 opportunity signal is currently open.
- Dormant relationship
- CHF 461'500 · Re-engagement outreach
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH72 0076 3409 2913 8266 0 | CHF | CHF 803'400 |
| Savings | CH58 0076 7133 9773 2793 2 | CHF | CHF 409'700 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Mehrfamilienhaus, Fribourg · renews in 457 d | 1.86% | CHF 1'855'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Bonds | Money Market CHF | CHF 1'759'600 | 9.1% |
| Funds | Multi-Asset Balanced | CHF 1'418'600 | 13.8% |
| Structured | CHF Corporate Bonds | CHF 1'829'900 | -3.8% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Dormant relationship | High-value relationship of CHF 588'000 with no contact in 14 months. | 74% | CHF 462k | Re-engagement outreach |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-30 | Krankenkasse Helvetia | Standing order | CHF -6'582 |
| 2026-07-15 | Coop Supermarkt | SWIFT | CHF -5'481 |
| 2026-07-06 | Pensionskasse | Card | CHF -1'416 |
| 2026-06-25 | Versicherung Zurich | SEPA | CHF -8'414 |
| 2026-06-23 | Steueramt | Internal | CHF -5'826 |
| 2026-06-20 | Immobilien Verwaltung AG | Standing order | CHF -3'766 |
Interactions
- E-banking2026-07-21
Card limit increase requested.