Scroll Up Top
Print icon
Print
Overview

Overview

We offer a disciplined, risk-aware way to help clients explore cryptocurrency — supported by research, governance and a platform designed for advisor-led implementation.

Key Differentiators

1

Access

  • Regulated, liquid access to digital assets through existing brokerage platforms
  • Helps remove custody, security and trading complexities associated with holding crypto outright

2

Oversight

  • Backed by the institutional-grade oversight, governance and reporting of a trusted firm with a 100-year history of serving investors
  • Multi-digital custodian approach designed to balance traditional safeguards and crypto-native capabilities

3

Integration

  • Enables advisors to see digital-asset exposure in the full portfolio picture, supporting guidance on positioning and ongoing rebalancing
  • Designed for advisor workflows — helping keep client exposure visible alongside other allocations

Digital Assets Platform

Our regulated crypto solutions aim to provide a practical access point for advisors and clients who want exposure without the operational requirements of direct ownership.

Team

A cross-functional group spanning investment, product, operations and risk partners to support the delivery of regulated digital asset exposure.

Product & Vehicle Design Focuses on delivering digital asset exposure through regulated ETP structures built for brokerage accessibility and day-to-day advisor use.
Market & Portfolio Perspectives Provides context and framing to help advisors evaluate positioning and understand how digital asset exposure interacts with broader portfolio construction.
Operations & Custody Supports implementation through custodial and operational models designed to help reduce frictions associated with direct crypto holdings.
Risk & Governance Aligned to firm oversight expectations, supporting governance and reporting around an emerging asset class.