Cryptocurrency Management
Digital assets offer real opportunity alongside real volatility and operational risk. We bring institutional discipline to how they are sized, secured, and reported.
Overview
Many crypto losses come from avoidable operational mistakes: lost keys, unsafe platforms, oversized positions. Our first job is to put process around what you hold, or want to hold.
We determine how much exposure suits your overall balance sheet, how it should be secured, and how it is rebalanced, then report it alongside the rest of your wealth.
What’s included
Strategic allocation
Exposure sized relative to your total wealth and risk appetite, with limits on any single asset.
Custody and security
Guidance on institutional-grade custody, key management, and access controls to reduce the risk of loss or theft.
Counterparty review
Assessment of exchanges, custodians, and platforms before any assets are placed with them.
Rebalancing
Disciplined, rules-based rebalancing rather than reaction to headlines.
Tax and compliance support
Transaction records organized for your accountants, with attention to a changing regulatory landscape.
Integrated reporting
Digital assets presented alongside your equities, property, and strategies.
Our approach
Size for survival
Position limits matter more than predictions.
Security before yield
We avoid arrangements whose risks we cannot explain.
Process over prediction
Decisions follow rules agreed in advance, not sentiment.
How an engagement works
Assess
We catalog holdings, wallets, platforms, and how access is currently secured.
Design
We define allocation limits, custody approach, and rebalancing rules.
Implement
We help move to the agreed structure carefully, testing before any material transfer.
Report and review
Regular reporting and reviews as markets and regulation change.
Risk and oversight
Digital assets are highly volatile, can be illiquid, are subject to evolving regulation, and carry custody, cybersecurity, and counterparty risk. You can lose all of your investment. We address these through allocation limits, custody standards, counterparty review, and ongoing monitoring. No outcome is guaranteed.
- Allocation and single-asset limits
- Custody and key-management standards
- Counterparty due diligence
- Rules-based rebalancing
Who it is for
Investors who hold, or want exposure to, digital assets within a broader and professionally managed plan.
Do you recommend specific coins?
We set allocation and risk parameters with you. Specific holdings are chosen within those limits and documented in your mandate.
How are my assets kept safe?
Through custody standards and access controls defined in your engagement. Specific arrangements will be detailed in your agreement.
Is crypto appropriate for me?
It depends on your wealth, goals, and tolerance for volatility. We discuss it honestly, including whether you should hold none.
All investments involve risk, including loss of principal. Past performance does not guarantee future results, and no outcome is guaranteed. See our Risk Disclosure.