i. Multi-layered Cybersecurity: Cold storage, multi-signature mandates, behavioral monitoring, and real-time alerts guard your assets across every channel.
ii. Threat Intelligence & Insurance: SIEM systems, blockchain forensics, and bespoke insurance against theft, hacks, and operational failure.
i. Quantitative Stress Testing & Scenario Analysis: Simulations including flash crashes, regulatory shocks, and rapid volatility, ensuring portfolios are built to endure.
ii. Goal-Based Risk Design: Customized risk budgets aligned to client objectives, inspired by modern frameworks designed to optimize downside control while pursuing long-term goals.
i. Real-time Transaction Monitoring: AML/CFT protections powered by tools like Chainalysis, Elliptic, and TRM Labs—maintaining regulatory alignment globally.
ii. Digital Resilience (DORA-ready): Compliance posture and controls designed to meet upcoming standards like the EU’s Digital Operational Resilience Act (DORA).
i. Behavioral Finance Watchpoints: Human biases are monitored through scenario interviews and alert systems, ensuring rational portfolio behavior under stress.
ii. Strict Position & Exposure Limits: Principles like the 1–2% risk rule per trade and defined entry/exit strategies prevent irrational overexposure.