Clients
Yannick Keller
RetailIndividual · Client since 2023 · Zug, ZG · KYC: Periodic review due
Relationship manager
Werner Lehmann
Retail & Affluent · St. Gallen
Cash
CHF 90k
Deposits
CHF 236k
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF -51k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2023 and based in Zug. Total deposits CHF 236'200, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF -51'300. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH76 0076 2491 6176 6071 4 | CHF | CHF 44'800 |
| Custody | CH28 0076 5942 8660 9447 3 | CHF | CHF 0 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Restaurant Rebstock | Internal | CHF 6'521 |
| 2026-07-29 | Elektrizitätswerk | SIC | CHF -7'494 |
| 2026-07-26 | Pensionskasse | Card | CHF 4'024 |
| 2026-07-14 | Pensionskasse | Internal | CHF -1'758 |
| 2026-07-05 | Versicherung Zurich | Standing order | CHF -6'502 |
| 2026-06-15 | Restaurant RebstockUnusual | SWIFT | CHF 1'479 |
Interactions
- E-banking2025-10-31
Business account documentation updated.