Clients
Elena Bianchi
RetailIndividual · Client since 1994 · Zug, ZG · KYC: Enhanced
Relationship manager
Werner Jacquier
Retail & Affluent · Basel
Cash
CHF 37k
Deposits
CHF 75k
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF 18k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1994 and based in Zug. Total deposits CHF 75'400, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 17'500. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH14 0076 7497 8905 7411 4 | CHF | CHF 18'700 |
| Savings | CH81 0076 6911 4534 3733 1 | CHF | CHF 38'100 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Versicherung Zurich | SWIFT | CHF -8'213 |
| 2026-08-06 | Digitec Galaxus | SEPA | CHF -4'233 |
| 2026-07-16 | Versicherung Zurich | Card | CHF 2'942 |
| 2026-07-13 | Swisscom | SWIFT | CHF 2'593 |
| 2026-07-08 | SBB Ticketing | SIC | CHF 6'021 |
| 2026-06-16 | Immobilien Verwaltung AG | SWIFT | CHF 7'285 |
Interactions
- Branch2026-07-28
Portfolio performance review meeting.
- Branch2026-07-06
Pension planning consultation booked.
- E-banking2025-11-19
Portfolio performance review meeting.