Clients
Elena Egger
PrivateIndividual · Client since 2020 · Basel, BS · KYC: Standard
Relationship manager
Zoé Müller
Business Banking · Bern Bundesplatz
Cash
CHF 1.61m
Deposits
CHF 2.52m
Investments
CHF 3.54m
Lending
CHF 0
Net flow 30d CHF -217k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2020 and based in Basel. Total deposits CHF 2'518'800, investments CHF 3'535'100, lending CHF 0. Net flow over the last 30 days is CHF -216'700. 1 opportunity signal is currently open.
- Salary increase
- CHF 113'500 · Savings and pension review
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH13 0076 9807 3934 4719 0 | CHF | CHF 805'300 |
| Savings | CH87 0076 3953 2801 8352 3 | CHF | CHF 908'200 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Bonds | Swiss Government Bonds | CHF 825'600 | 8.0% |
| Funds | Multi-Asset Balanced | CHF 2'709'500 | -3.7% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Salary increase | Recurring salary credit increased to CHF 503'000 per month. | 70% | CHF 114k | Savings and pension review |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-01 | Pensionskasse | SEPA | CHF 196 |
| 2026-07-23 | Baumarkt Jumbo | Card | CHF -6'394 |
| 2026-07-10 | Krankenkasse Helvetia | Standing order | CHF 2'052 |
| 2026-07-02 | Elektrizitätswerk | Card | CHF -8'625 |
| 2026-06-25 | Migros | SEPA | CHF 8'728 |
| 2026-06-24 | Apotheke ZentrumUnusual | Card | CHF -62'482 |
Interactions
- Email2026-06-02
Card limit increase requested.
- Branch2026-01-06
Card limit increase requested.