Clients
Stefan Weber
PrivateIndividual · Client since 2008 · Lugano, TI · KYC: Standard
Relationship manager
Zoé Müller
Business Banking · Bern Bundesplatz
Cash
CHF 503k
Deposits
CHF 3.07m
Investments
CHF 514k
Lending
CHF 2.21m
Net flow 30d CHF 843k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2008 and based in Lugano. Total deposits CHF 3'074'200, investments CHF 513'900, lending CHF 2'211'000. Net flow over the last 30 days is CHF 843'400, and a Variable mortgage of CHF 2'211'000 renews in 103 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH64 0076 4932 3043 1593 4 | CHF | CHF 502'800 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Variable · Mehrfamilienhaus, Lugano · renews in 103 d | 2.27% | CHF 2'211'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Funds | Global Equity Fund | CHF 207'700 | 7.1% |
| Structured | Global Equity Fund | CHF 306'200 | 5.7% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Krankenkasse Helvetia | SWIFT | CHF -2'722 |
| 2026-08-11 | Steueramt | Standing order | CHF -5'330 |
| 2026-08-10 | Versicherung Zurich | Card | CHF -5'844 |
| 2026-07-31 | Migros | Internal | CHF -2'650 |
| 2026-06-26 | Payroll — Employer | SIC | CHF -5'857 |
| 2026-06-14 | Krankenkasse Helvetia | SIC | CHF -7'131 |
Interactions
- Advisory meeting2026-05-31
Pension planning consultation booked.
- Phone2025-08-17
Card limit increase requested.