Clients
Thomas Küng
RetailIndividual · Client since 2010 · Thun, BE · KYC: Standard
Relationship manager
Thomas Lehmann
Mortgage Advisory · Zug
Cash
CHF 6k
Deposits
CHF 16k
Investments
CHF 0
Lending
CHF 1.35m
Net flow 30d CHF -11k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2010 and based in Thun. Total deposits CHF 15'700, investments CHF 0, lending CHF 1'347'000. Net flow over the last 30 days is CHF -10'600, and a Variable mortgage of CHF 1'347'000 renews in 50 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH71 0076 7435 8560 8229 5 | EUR | CHF 2'800 |
| Custody | CH93 0076 8359 9119 5055 6 | CHF | CHF 0 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Variable · Mehrfamilienhaus, Thun · renews in 50 d | 1.57% | CHF 1'347'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Restaurant Rebstock | Card | CHF -6'882 |
| 2026-08-09 | Apotheke Zentrum | Standing order | CHF 4'095 |
| 2026-07-28 | Krankenkasse Helvetia | SEPA | CHF 7'027 |
| 2026-07-25 | Migros | SIC | CHF -8'432 |
| 2026-07-17 | Payroll — Employer | Standing order | CHF -1'592 |
| 2026-06-16 | Elektrizitätswerk | SWIFT | CHF 1'750 |
Interactions
- Advisory meeting2026-05-25
Portfolio performance review meeting.
- Email2026-03-22
Portfolio performance review meeting.