The opportunity: diversification, newer return drivers and programmable finance
Portfolio design and implementation for diversified, responsible exposure to crypto, blending research, risk-based controls and practical execution so trustees can act with confidence.
Why Now
Digital assets are entering mainstream finance while attracting intense regulatory scrutiny. The opportunity: diversification, newer return drivers and programmable finance. The challenge: fraud/AML typologies, sanctions risk and market abuse. We help you access the upside — with controls that stand up to oversight.
| Theme | What You Get |
|---|---|
| Diversification | Measured allocation that complements existing portfolios rather than distorts them. |
| Regulatory Readiness | Proportionate frameworks aligned to evolving rules and trustee duties. |
Our Process (End-to-End)
- Diagnostic & Portfolio Fit: map crypto exposure to your SAA, mission and risk appetite.
- Research & Strategy Design: manager/product screening across spot/derivatives, tokenised funds, themes (ESG/impact/carbon-aware).
- Implementation Pathway: policy and control design, execution plan, staging and mandate setup.
- Oversight & Monitoring: trigger points, rebalancing and documentation to protect trustees and beneficiaries.
| Step | Outcome |
|---|---|
| Design | Clear mandate, role of crypto, risk limits and reporting lines. |
| Execute | Manager shortlists, custody choices and phasing of capital. |
| Monitor | Ongoing checks against policy, performance drivers and regulation. |
Technology & Data
We enable efficient controls without killing speed or UX: analytics to improve detection accuracy, RegTech to reduce false positives and operating cost, and pragmatic tooling that integrates with your processes.
| Capability | Benefit |
|---|---|
| Data Analytics | Sharper insight and faster decisions across providers and venues. |
| RegTech | Lower unit costs with better alert quality and workflow efficiency. |
Governance & Assurance
Trustee-grade documentation and proportionate controls — from policy to evidence packs. We prepare you for audits, regulator interactions and post-implementation reviews, keeping controls tuned as risks and rules evolve.
| Focus | What You Get |
|---|---|
| Policy & Standards | Risk-based framework aligned to your structure, beneficiaries and geography. |
| Assurance | Audit-ready evidence and clear lines of responsibility. |
Fit for Families & Trusts
Designed for small family funds and charitable trusts seeking a foothold in a nascent sector — with governance strength, operational clarity and a partner who acts as an extension of your team.