01
The monthly statement
A numbered account statement: valuation, allocation, holdings, and the transaction trail — the same document a private desk issues at month-end.
Zurich Private Desk · Wealth & Trading
The private desk for the statement, the book, and the trade.
Velora Private AG is a wealth and trading house on Talstrasse in Zurich. We keep the household ledger, issue the monthly account statement, and run the desk that trades it.
What this house is
Three rooms. One household book.
02
The trading desk
A live terminal for the book. Tape, heatmap, breadth, news, and session charts sit on the Zurich desk, not on the public street.
03
The client portal
Holdings, activity, the LPOA mandate, and print-ready statements. Opened only by the household and the authorized manager.
Services
Custody, the mandate, the desk, and the statement.
01
Custody of the book
Listed securities, ETFs, cash, and digital assets held on the Zurich book — one household, one ledger.
02
Portfolio mandates
Advisory, discretionary, or limited trading authority. Withdrawals stay with the primary holder.
03
Execution
Equities, ETFs, and single names ticketed on the Zurich desk — tape, heatmap, and the household strip.
04
Digital assets
Bitcoin in direct custody, carried next to the equity sleeves, valued in the household’s base currency.
05
Treasury, FX, and metals
Multi-currency cash, FX for the household, and precious metals beside the traded book.
06
Lombard credit
Advances against the book so the household need not sell to raise cash.
07
Reporting
A numbered month-end pack: valuation, allocation, holdings, and the transaction audit trail.
08
Cross-border private clients
Households booked on Talstrasse, holders wherever they live — the desk, the mandate, the ledger.