Clients
Thomas Jacquier
AffluentIndividual · Client since 2007 · Luzern, LU · KYC: Standard
Relationship manager
Werner Lehmann
Retail & Affluent · St. Gallen
Cash
CHF 1.18m
Deposits
CHF 1.26m
Investments
CHF 754k
Lending
CHF 0
Net flow 30d CHF 205k
Relationship summary
Synthetic banking dataPrivate client in the Affluent segment, with the bank since 2007 and based in Luzern. Total deposits CHF 1'256'800, investments CHF 754'100, lending CHF 0. Net flow over the last 30 days is CHF 205'300. 1 opportunity signal is currently open.
- Dormant relationship
- CHF 68'000 · Re-engagement outreach
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH55 0076 7205 2926 3431 0 | CHF | CHF 589'600 |
| Custody | CH88 0076 3858 2406 9282 3 | CHF | CHF 754'100 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | Capital-Protected Note | CHF 204'700 | 13.0% |
| Equities | Multi-Asset Balanced | CHF 549'400 | 11.4% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Dormant relationship | High-value relationship of CHF 313'000 with no contact in 14 months. | 75% | CHF 68k | Re-engagement outreach |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | SBB Ticketing | Card | CHF 2'831 |
| 2026-07-30 | Digitec Galaxus | SEPA | CHF -299 |
| 2026-07-10 | Digitec GalaxusUnusual | Card | CHF -103'460 |
| 2026-07-05 | Pensionskasse | SWIFT | CHF -6'659 |
| 2026-07-01 | Versicherung Zurich | SEPA | CHF -7'653 |
| 2026-06-17 | Payroll — Employer | SWIFT | CHF -6'084 |
Interactions
- Phone2026-04-04
Card limit increase requested.