The search for performance and diversification of Weelim's customers
The Crypto Wealth Management Challenge
Wealth management in France is constantly evolving, and asset diversification has become crucial. Among the various asset classes, cryptoassets are gaining popularity. However, to advise on these assets, wealth managers must collaborate with companies regulated by The AMF.
The Weelim & Tilvest solution
To meet this need, Weelim has partnered with Tilvest, a regulated platform, to offer cryptoasset wallets. Thus, Weelim customers benefit from support similar to that of other asset classes.
Where does the idea for Weelim come from?
Founded by Jérémy Orféo, Ugo Philippe and Pierre Marsanne, Weelim aims to combine human expertise and digital tools for wealth management. Their mission is to facilitate access to unlisted assets and to improve the financial culture of investors.
Their idea: to build a digital advisor with human contact in order to combine digital tools and expertise in the selection of products at the service of customers.
Weelim is building the next generation of wealth management
Weelim is distinguished by its personalized approach and its independence from banking networks and insurance companies. The company is a member of the National Chamber of Wealth Management Advisors (CNCGP) and offers a diverse range of investment solutions, ranging from SCPIs to cryptocurrencies. Since its launch Weelim has been following more than 150 investors in their investment strategies.
Jérémy Orfeo adds:
“Weelim aims to become the reference in crypto investment advice for demanding customers. Our platform offers:
- A fully digital investment journey
- A client area to monitor investments
- The possibility of investing in cryptocurrencies directly from the platform.”
Tilvest x Weelim: the crypto wealth management alliance
Jérémy and his team had a vision and a precise concept of next-generation wealth management. They sought to rely on specialists in each of the asset classes they offer to their clients.
During our initial discussions, Tilvest immediately made a strong impression because the PSAN ticked all the prerequisites for crypto wealth management.
“When we started talking to Tilvest, they listened to us and actively sought to understand the problems of our customers, rather than talking about them. The focus on conformity & the adaptation of the Tilvest teams really seduced us. We wanted to move forward quickly, be in a position to meet the demands of our customers by relying on a regulated player with effective investment mandates.” - Jérémy Orféo, Co-Founder, Weelim
After the signing of the distribution agreement and the start of client investments, the Weelim team also appreciated the support that Tilvest account managers could provide through the various webinars and interventions to present clients with the mandates available.
Feedback from one of Weelim's customers
Sarah*, 54, has a global wealth of 2.2 million euros and has been accompanied by Jérémy for more than 5 years. His assets are mostly made up of investment real estate, which provides him with a significant additional income in order to anticipate his retirement in ten years. It also has life insurance and live shares.
Recognizing that her wealth was well structured, Sarah wanted to explore opportunities for higher returns for a small portion of her portfolio. In particular, she was able to read that diversifying into cryptoassets offers her a low or negative correlation with traditional assets, which can improve the overall performance of her portfolio while minimizing volatility.
Thus, Jérémy de Weelim was able to meet his client's request by placing around 20,000 euros on a management mandate with a long exposure to the market and an additional 20,000 euros on a mandate seeking to generate absolute performance in euros. Overall, Sarah decided to invest 40,000 euros, or around 2% of her assets, in order to diversify her global assets.
Do you have a client in the same situation as Sarah? Let's discuss it: Contact us
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.
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