WANT TO NAVIGATE THE INTRICATE WORLD OF TOKENISATION OR LEARN ABOUT INVESTING IN DIGITAL ASSETS?

I equip individuals and money managers with the know-how and tools to gain diversified exposure to new asset classes and decentralised finance product & service offerings.

If you’re interested in building a personal or professional portfolio of tokenised assets, I’d be happy to guide you along every step of the way.

Services

Advisory

  • Strategy insights 
  • Portfolio strategies, activities and trading
  • Derivatives and leverage 
  • Custody and counterparty risk
  • Liquidity and lock-ups
  • Valuation and portfolio administration

Market Research & Analysis

  • Market size
  • Team expertise
  • Ecosystem governance
  • Historical tokenised asset
  • Performance
  • Project and roadmap analysis
  • Developer ecosystem analysis

Recommendations

  • Legal & regulatory 
  • Tax 
NB: The characterisation of the income...

NB: The characterisation of the income/gains derived from crypto investment portfolios could depend on whether the investments are treated as securities, commodities, or other property for tax purposes. A variety of sources of income may require special consideration from a tax perspective (e.g. staking income from running proof of stake nodes, mining income, token rewards, coin-lending and tokens received from hard forks or airdrops). These sources of income/gains can often have unintended tax consequences. For example, if income from staking/rewards is treated as services income the activities giving rise to the income may constitute a trade or business. For clarity on these and other issues, I can recommend legal professionals in the cryptocurrency space. 

DISCLAIMER

This webpage is for informational purposes only and should not be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction in any jurisdiction. I do not offer financial or crypto trading advice, but assist with project analysis, token purchase, portfolio security and management.

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