Crypto wealth management
Managing digital-asset exposure at institutional scale means answering four questions honestly: how you custody, how you tax, how you rebalance, and where the yield actually comes from.
The four questions
Custody — who holds the private keys, under what regulatory regime, and what happens if they fail.
Tax — how each transaction is classified in your jurisdiction and how you produce a clean audit trail.
Rebalancing — how you keep the digital-asset sleeve at its target weight without triggering unnecessary taxable events.
Yield — whether the yield you earn is compensation for real risk (basis, funding, market-making) or a headline number that hides leverage.
Custody at scale
Serious crypto wealth management uses institutional custody providers with segregated wallets, cold-storage majority, and insured hot wallets for operational liquidity. Self-custody works up to a certain scale; beyond it, the operational risk of managing keys yourself outweighs the counterparty risk of a regulated custodian.
The three yield sources
Staking — earning validator rewards on proof-of-stake chains. Rewards are correlated with holding the underlying token, so exposure is directional.
Lending — depositing tokens into a lending market and earning interest paid by borrowers. Adds counterparty risk on top of directional exposure.
Delta-neutral trading — basis trades, funding capture, and market-making. Yield comes from market structure, not from holding a token that could halve.
Where the Vision Bank programme sits
The programme sits in the third category. Capital is deployed into basis, funding, and market-making strategies with per-strategy risk budgets and drawdown stops. The intent is to strip out directional price exposure and leave a yield stream driven by the mechanics of the market itself.
Rebalancing discipline
Because the programme's returns are broadly uncorrelated with spot crypto prices, rebalancing between it and a directional crypto sleeve is straightforward. Set target weights, redeploy proceeds at each cycle, and avoid concentrating gains in a single sleeve.
What this does NOT solve
The programme is not a substitute for a full crypto-wealth-management plan. You still need custody for any tokens you hold directly, tax reporting for every taxable event, and a legal structure appropriate to your jurisdiction. The programme is one component — a yield sleeve — not the whole plan.
Frequently asked questions
- Is this the same as holding BTC or ETH?
- No. Buy-and-hold exposes you to full directional price movement. This programme is structured to be broadly delta-neutral and to earn yield from market structure — basis, funding, and market-making spreads — rather than from price direction.
- Do I need to hold crypto to allocate?
- You allocate in euros. The operating desk deploys capital across the strategy set. You do not have to manage keys, wallets, or exchange accounts yourself.
- How is tax handled?
- Tax treatment depends on your jurisdiction and your personal circumstances. The programme provides monthly settlement statements suitable for handing to your tax advisor. Nothing here is tax advice.
See the programme
Direct-access yield with institutional custody, transparent monthly reporting, and a single performance fee.
View investment opportunity