Clients
Daniel Lehmann
AffluentIndividual · Client since 2015 · Bern, BE · KYC: Standard
Relationship manager
Andrea Roth
Mortgage Advisory · Zürich Paradeplatz
Cash
CHF 848k
Deposits
CHF 1.16m
Investments
CHF 448k
Lending
CHF 479k
Net flow 30d CHF -189k
Relationship summary
Synthetic banking dataPrivate client in the Affluent segment, with the bank since 2015 and based in Bern. Total deposits CHF 1'164'700, investments CHF 447'700, lending CHF 479'000. Net flow over the last 30 days is CHF -188'500, and a Fixed mortgage of CHF 479'000 renews in 250 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH71 0076 4532 1542 2338 8 | CHF | CHF 847'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Mehrfamilienhaus, Bern · renews in 250 d | 1.61% | CHF 479'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Structured | Swiss Government Bonds | CHF 141'700 | 6.2% |
| Cash | European Equity Fund | CHF 133'500 | 7.4% |
| Equities | Global Equity Fund | CHF 172'500 | -4.9% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Baumarkt Jumbo | Standing order | CHF 7'420 |
| 2026-08-09 | Globus | Standing order | CHF -2'606 |
| 2026-07-09 | Krankenkasse Helvetia | SEPA | CHF -7'005 |
| 2026-07-03 | Digitec Galaxus | SEPA | CHF 7'345 |
| 2026-06-27 | Swisscom | SWIFT | CHF -927 |
| 2026-06-16 | Migros | SWIFT | CHF 1'609 |
Interactions
- E-banking2026-04-13
E-banking support request — resolved.