A structured management method for crypto-assets

A method designed to integrate crypto-assets into a wealth allocation, with rigor and risk management.

The 3 pillars of our "APEX" management

1

Understand the fundamentals to identify sustainable assets

In-depth study of blockchain and crypto-asset markets: 

  • underlying technologies
  • sector dynamics
  • adoption & use cases

Blockchain allows us to analyze immutable and transparent data.

2

Select assets based on measurable economic and technical criteria

Selection of crypto-assets based on economic and technical criteria:

  • user volume
  • revenue & cash flow
  • governance management
  • liquidity and market access

Determine if a crypto-asset represents a rational and profitable use of blockchain.

3

Adapt market exposure to manage cycles and limit risk

Adjusting the exposure level between crypto-assets and interest-bearing liquidity based on our convictions regarding market cycles.

3 management profiles tailored to your clients' profiles

A structured allocation that allows for adapting crypto asset exposure according to each client's risk profile.

DYNAMIC

Fundamental Profile

Index yourself to the 4 largest
crypto assets in terms of
market capitalization, favored
by ETFs and large
financial institutions.
Starting from €15,000
4 cryptos
Min crypto cap: $10Bn
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OFFENSIVE

Dynamic profile

In addition to the 4 fundamental crypto-assets, this profile includes 4 to 6 other crypto-assets that are already very active and have a more dynamic growth profile.
Starting from €25,000
8 cryptocurrencies
Min crypto cap: $1Bn
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AGGRESSIVE

Innovation profile

In addition to cryptocurrencies
selected in the profile
dynamic, invest in
challenger crypto-assets with strong
growth potential.
Starting from €75,000
18 cryptocurrencies
Min crypto cap: $500M
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Understanding crypto-assets in a professional context

Access our resources to integrate crypto-assets into your wealth management approach.

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FAQ

Access our resources to integrate crypto-assets into your wealth management approach.

"APEX" Management

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Security

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