Clients
Nicolas Brunner
RetailIndividual · Client since 2023 · Lausanne, VD · KYC: Enhanced
Relationship manager
Werner Lehmann
Retail & Affluent · St. Gallen
Cash
CHF 41k
Deposits
CHF 113k
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF 38k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2023 and based in Lausanne. Total deposits CHF 112'900, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 37'500. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH27 0076 1918 6740 6726 5 | EUR | CHF 20'400 |
| Savings | CH53 0076 2243 5944 4663 5 | CHF | CHF 72'200 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Elektrizitätswerk | Card | CHF -4'665 |
| 2026-08-06 | Payroll — Employer | SWIFT | CHF 294 |
| 2026-08-02 | Digitec Galaxus | SEPA | CHF 39'713 |
| 2026-07-07 | Elektrizitätswerk | Card | CHF 612 |
| 2026-07-03 | Restaurant Rebstock | SEPA | CHF -4'492 |
| 2026-06-26 | Globus | SEPA | CHF -5'863 |
Interactions
- Email2026-08-05
Business account documentation updated.
- Branch2026-03-26
Pension planning consultation booked.
- E-banking2026-01-22
Portfolio performance review meeting.