Kairos Private Management & Tilvest
The importance of an appropriate investment
Wealth management in France often leaves too much room for standardized solutions. Wealth evolves without personalization always being put forward. This explains in particular the emergence of Family Office, asset managers offering tailor-made services that are fully aligned with the interests of the client. Les Family Officer can in particular rely on third party and regulated experts to offer certain specific services, such as the management of cryptoassets.
The strategic partnership between Kairos Private Management & Tilvest
To meet this need, Kairos Gestion Privée has partnered with Tilvest, a regulated management solution, to offer personalized cryptoasset wallets. Thus, Kairos Private Management clients benefit from tailor-made support in this asset class.
How was Kairos Private Management created?
Founded by William Pichon, former Haussman Patrimoine, and Aurélien Henry, and Aurélien Henry, Kairos Gestion Privée aims to provide their skills and experience in wealth management in order to provide a tailor-made service to all of their clients.
Their mission: to make their clients' assets resilient to the challenges of tomorrow.
Kairos philosophy: building resilient portfolios
Kairos's mission is based on three major pillars: wealth and financial engineering, tailor-made asset management and an open-mindedness to new technologies.
Kairos is distinguished by its approach focused on its client's assets and its independence from banking networks and insurance companies. The wealth management firm is a member of the National Chamber of Wealth Management Advisors (CNCGP) and offers a diversified range of investment solutions, which extends from tangible assets to cryptoassets to impact investments.
Kairos Gestion Privée places innovation at the heart of its offer to clients and puts at their service the expertise gleaned over the years from renowned financial institutions.
Kairos Private Management and Tilvest: a strategic partnership
“During our initial interactions with Tilvest, what we particularly liked was their tailor-made approach and their ability to adapt precisely to the unique requirements of our customers. They listened attentively, actively seeking to grasp the specific challenges our customers face, rather than just focusing on their own services.
This flexibility combined with the agility of their teams were key factors in our decision to collaborate with them. At Kairos Private Management, we were looking for a partner capable of reacting quickly and effectively to the varied demands of our clients, by relying on a regulated player offering efficient and personalized investment mandates.”
— William Pichon - Manager of Kairos Private Wealth
William has a strong belief in allowances within his wealth management offering. He was looking for a partner capable of offering ad hoc and personalized solutions for the customers he supports.
During the first exchanges, Tilvest immediately made a strong impression because FinTech ticked all the prerequisites for crypto wealth management.
Customer Testimonial: The Case of Arthur
William Pichon tells us a testimony from one of his customers.
Arthur*, 48 years old and business manager, has a global wealth of 3.4 million euros and has been accompanied by William for several years. His assets consist mainly of shares in companies he manages and whose dividends feed his asset holding company. The latter had a significant non-operating cash stock and wanted to diversify the assets held in addition to the capitalization contracts it holds.
Arthur thus contacted William so that he could study the opportunity to invest in cryptoassets. He had been able to read on various specialized media that there were assets other than Bitcoin and in particular the possibility of generating returns on euros or digital dollars.
William was able to advise him to invest a measured portion of the cash, around 150,000 euros, in a mixed solution combining exposure to Bitcoin and generating returns on the euro. In order to remain responsive to the market, the management of the weighting of each pocket, that in Bitcoin and that in euros, has been delegated to Tilvest's management teams.
Thus, Arthur had the good instinct to consult his wealth manager who was able to introduce him to the partner with whom he collaborates on cryptoasset topics and who found the solution that matched his investor profile.
* the first name has been changed
A few words about Tilvest
Tilvest is the crypto partner dedicated to financial advisors. Its 100% digital platform allows them to integrate cryptoassets into the management of their clients' assets.
Regulated and registered as a PSAN with the AMF, Tilvest offers turnkey management mandates for cryptoassets. It also allows you to create, manage and distribute your own mandate.
Tilvest thus makes it possible to support the clients of wealth managers throughout their investments, in a transparent and secure manner.
Do you want to know more? Do you recognize yourself in this customer case? Our experts are available.
.jpg)
