Digital asset exposure. Regulated. Advised.
An increasing number of your clients hold digital and crypto assets on unregulated platforms, outside your advice process. Our Digital Asset Portfolio brings that exposure into tax-efficient wrappers with FSCS protection, via listed shares, ETFs and trusts, not direct cryptocurrency holdings.
Digital asset exposure. Regulated. Advised.
An increasing number of your clients hold digital and crypto assets on unregulated platforms, outside your advice process. Our Digital Asset Portfolio brings that exposure into tax-efficient wrappers with FSCS protection, via listed shares, ETFs and trusts, not direct cryptocurrency holdings.
Digital asset exposure. Regulated. Advised.
An increasing number of your clients hold digital and crypto assets on unregulated platforms, outside your advice process. Our Digital Asset Portfolio brings that exposure into tax-efficient wrappers with FSCS protection, via listed shares, ETFs and trusts, not direct cryptocurrency holdings.
What is our Digital Asset Portfolio?
What is our Digital Asset Portfolio?
Our Digital Asset Portfolio provides structured exposure to blockchain technology and digital assets, without the need to directly hold cryptocurrencies.
Rather than speculative trading, the portfolio invests in companies, funds, and infrastructure supporting the digital asset ecosystem, including blockchain, decentralised finance, and digital ownership, through a diversified, regulated approach with transparency, liquidity, and risk management.
For advisers, this creates an opportunity to bring clients who already hold digital assets on unregulated platforms into your advice process, inside ISAs, SIPPs and GIAs with FSCS protection.
Our Digital Asset Portfolio provides structured exposure to blockchain technology and digital assets, without the need to directly hold cryptocurrencies.
Rather than speculative trading, the portfolio invests in companies, funds, and infrastructure supporting the digital asset ecosystem, including blockchain, decentralised finance, and digital ownership, through a diversified, regulated approach with transparency, liquidity, and risk management.
For advisers, this creates an opportunity to bring clients who already hold digital assets on unregulated platforms into your advice process, inside ISAs, SIPPs and GIAs with FSCS protection.
What is Blockchain Technology?
Blockchain Technology:
In simple terms, blockchains are digital ledgers of transactions and data recorded with an immutable cryptographic signature, which is distributed across the entire network of computer systems on a specific blockchain.
They can be programmable (e.g., smart contracts), immutable (records are irreversible), secure (all records encrypted) and distributed (all network participants have a copy of the ledger for complete transparency).
These attributes make the technology revolutionary across industries, from financial services to supply chain management, and its adoption is set to transform the way the world operates.
Global Shift Towards Digital Assets.
Regulated access
Spot Bitcoin and Ethereum ETPs are now listed on both US and UK exchanges, bringing institutional-grade, regulated access to digital assets for the first time. What was once only available through unregulated platforms is now accessible through familiar, listed instruments, a fundamental shift for advisers and their clients.
Regulated access
Spot Bitcoin and Ethereum ETPs are now listed on both US and UK exchanges, bringing institutional-grade, regulated access to digital assets for the first time. What was once only available through unregulated platforms is now accessible through familiar, listed instruments, a fundamental shift for advisers and their clients.
Institutional adoption
Visa, JPMorgan, the European Investment Bank, Oracle and IBM are actively building blockchain into their core infrastructure, from payments and settlement to digital bonds and data management. This is no longer a fringe technology. It's becoming part of how global financial services operate.
Institutional adoption
Visa, JPMorgan, the European Investment Bank, Oracle and IBM are actively building blockchain into their core infrastructure, from payments and settlement to digital bonds and data management. This is no longer a fringe technology. It's becoming part of how global financial services operate.
An investable market
This is now an asset class with regulated products, institutional participation and growing adviser demand. Our portfolio is designed to capture the long-term structural growth of this ecosystem, through listed securities, ETFs and trusts, without the risks of direct cryptocurrency holdings on unregulated platforms.
An investable market
This is now an asset class with regulated products, institutional participation and growing adviser demand. Our portfolio is designed to capture the long-term structural growth of this ecosystem, through listed securities, ETFs and trusts, without the risks of direct cryptocurrency holdings on unregulated platforms.
Who is the Digital Asset Portfolio for?
Clients already holding crypto
investors with existing digital asset holdings on unregulated platforms, who would benefit from bringing this exposure into a regulated, advised, tax-efficient structure.
Long-Term Growth Investors
Comfortable with a 5+ year horizon and short-term volatility, recognising this is an emerging technology sector with significant long-term potential.
Diversification Seekers
Wanting exposure beyond traditional asset classes through companies, funds and infrastructure linked to digital innovation.
Opportunity-Focused Investors
Looking to access the long-term growth of blockchain, Bitcoin, and the wider digital asset market, through a structured and professionally managed investment approach.
Volatility-Tolerant Investors
Able to withstand short-term market fluctuations and price swings, understanding that volatility is a natural part of investing in emerging technologies.
NOT for Speculative Traders
This portfolio is not designed for short-term crypto speculation or chasing trends, but for investing in the underlying technology and long-term structural growth of the sector.
Key Features of Invest Pilot
Clients already holding crypto
investors with existing digital asset holdings on unregulated platforms, who would benefit from bringing this exposure into a regulated, advised, tax-efficient structure.
Long-Term Growth Investors
Comfortable with a 5+ year horizon and short-term volatility, recognising this is an emerging technology sector with significant long-term potential.
Diversification Seekers
Wanting exposure beyond traditional asset classes through companies, funds and infrastructure linked to digital innovation.
Opportunity-Focused Investors
Looking to access the long-term growth of blockchain, Bitcoin, and the wider digital asset market, through a structured and professionally managed investment approach.
Volatility-Tolerant Investors
Able to withstand short-term market fluctuations and price swings, understanding that volatility is a natural part of investing in emerging technologies.
NOT for Speculative Traders
This portfolio is not designed for short-term crypto speculation or chasing trends, but for investing in the underlying technology and long-term structural growth of the sector.
Frequently asked questions.
Adviser Tools
Is it regulated?
Does it directly hold cryptocurrencies?
Am I protected by the Financial Services Compensation Scheme (FSCS)?
Is it volatile?
Where can I access the portfolio?
Is my investment guaranteed?
