Zurich Private Desk · Wealth & Trading
A Zurich wealth and trading house does more than print a month-end pack. Custody, the mandate, execution, digital assets, treasury, Lombard credit, and cross-border booking — the statement is how that work is shown, not the work itself.
01
Safekeeping
The house keeps the book in custody: exchange-traded funds, single names, a USD cash sweep, and bitcoin in direct holding. Positions are safeguarded and marked on the same statement, not scattered across street accounts.
02
Advisory · discretionary · LPOA
A mandate names who may act. Advisory and discretionary management sit alongside limited power of attorney: a named manager may execute and rebalance. Cash and security withdrawals remain exclusively with the primary holder — the restriction printed on every pack.
03
The Zurich desk
Execution is the desk. Buys, sells, and rebalances are ticketed in Zurich against the open book. The live terminal — tape, heatmap, breadth, news, session charts — is the working surface; the audit trail is the record of what it did.
04
On the same statement
Digital assets are not a sidecar app. Bitcoin sits as a line on the book, in quantity and market value, allocated as its own sleeve and included in opening-to-closing valuation like any other holding.
05
Cash · currency · bullion
The cash sweep, foreign-exchange for contributions and trades, and a metals book sit with the equity desk. Treasury is part of the mandate, not an afterthought at month-end.
06
Against eligible holdings
Swiss private clients borrow against eligible securities rather than breaking the mandate. Lombard facilities are sized to the book, reviewed with the desk, and never a retail loan shop.
07
The monthly statement
Reporting is how the work is shown. Each month the house issues a single confidential statement — opening value, contributions, result, closing value; allocation by sleeve; every line of the book; and a dated audit trail of buys, sells, and deposits.
08
Booked in Zurich
The book is Swiss. The holder need not be. Cross-border private clients are served from the Zurich desk with a written mandate, a month-end statement, and access that opens only after sign-in.
Client access