Bitcoin

Bitcoin

What is bitcoin

Bitcoin is a digital asset with a fixed supply. Because no more than 21 million bitcoin can ever exist, it is often described as “digital gold.” Unlike traditional currencies, bitcoin is not issued by a central bank and operates on a decentralized network.

In our approach, bitcoin is not treated as a speculative product or a separate investment idea. It is viewed only as a limited modern component within a broader long-term strategy, where its role is diversification rather than forming the foundation of the portfolio.
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Why only 5-10%

Bitcoin can be highly volatile, which is why its allocation remains limited within the strategy.
Main reasons:
  • Price can change sharply over short periods
  • It should not dominate the portfolio structure
  • A limited share helps control overall risk
  • Its role is diversification, not speculation
Keeping bitcoin at 5–10% helps preserve balance between stability, growth, and modern assets.

How we buy and transfer bitcoin

Bitcoin is purchased through regulated partners and transferred directly to the client’s personal wallet.
Key principles:
  • Manual process instead of full automation
  • Wallet details are checked before transfer
  • Bitcoin is sent directly to the client
  • The client keeps full control over the asset
This approach supports transparency, reduces operational risk, and avoids holding client crypto on our side.

Regulatory framework

Bitcoin-related services are carried out through partners that operate within the applicable rules of each jurisdiction.
Relevant frameworks include:
  • Canada — FINTRAC requirements
  • France — AMF / PSAN framework
  • Belgium — FSMA requirements
This helps ensure that bitcoin transactions are handled within a compliant and structured service model.
Bitcoin

How bitcoin fits into our strategy

In our model, bitcoin is used only as a limited part of the portfolio. It is included as a modern diversification component, while the broader structure remains centered on more stable and traditional instruments.
01

Conservative Profile

typically no bitcoin allocation, with the main focus on stability.
02

Balanced Profile

a limited bitcoin allocation, usually around 5%, within a diversified structure.
03

Growth Profile

a slightly higher bitcoin allocation, generally up to 10%, while maintaining overall portfolio balance.
This means bitcoin remains a supporting element rather than the basis of the strategy, helping add diversification without changing the long-term structure of the portfolio.

Frequently Asked Questions

  • 1. Why is bitcoin often called digital gold?
    Bitcoin is sometimes called digital gold because it has a fixed supply and is viewed by some investors as a scarce digital asset.
  • 2. Why is the allocation limited to 5–10%?
    Bitcoin can be highly volatile, so limiting its share helps control risk and preserve portfolio balance.
  • 3. How is bitcoin transferred to the client?
    Bitcoin is purchased through regulated partners and transferred directly to the client’s personal wallet after the details are checked.
  • 4. What are the main risks of bitcoin?
    Main risks include price declines, regulatory changes, and technical errors such as incorrect wallet details or transfer mistakes.
  • 5. How is bitcoin handled across different countries?
    Bitcoin-related services are carried out through partners that operate under the relevant frameworks in Canada, France, and Belgium.

Include modern diversification carefully

We help structure portfolios that keep bitcoin in a limited and controlled role, aligned with long-term goals and overall portfolio balance.
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