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Integrating asset management into the blockchain revolution

We believe in the future of blockchain and aim to provide asset and wealth management to clients on their traditional financial assets while providing a bridge to the opportunities opening up in both blockchain and crypto sectors.

Our mission is to integrate the management of traditional asset classes with upcoming financial opportunities arising from the blockchain revolution and provide holistic asset management.

Our firm specialises in finding the right banking partners for our clients and ensuring that the investment solutions provided to them are in line with their needs and expectations. We aim to integrate new investment opportunities in Fintech, Blockchain and Cryto currencies into traditional investment portfolios and support our clients in managing this transition.

We review and continuously monitor the performance of each investment, consolidate and report on the entire portfolio. Our role is that of an independent investment advisor and manager, as such we provide impartial advice supported by up to date market research and benchmarking. In this structure, clients maintain control of their assets with the chosen banking partner and custodian.

S.C.A. Asset Management is a fully owned division of Swiss Crypto Advisors (SCA) was founded in April 2019 in Geneva. It was formed as a Multi Family Office (MFO) to manage the traditional financial assets of our founders, their families and our client network.

SCA, under the number 100499, is a member of the Financial Services Standards Association (VQF), one of Switzerland’s Self-Regulatory Organizations (SROs), officially recognized by the Swiss Financial Market Supervisory Authority, FINMA. Also, SCA is a BOVV-member of the VQF, the Industry Organisation for Asset Managers (BOVV), with professional rules of conduct contributing towards protecting and strengthening the interests of financial intermediaries and investors. As a part of that we have the responsibility to maintain high compliance and internal control standards throughout all our activities.

Strengths in numbers

50

years of experience

+8

years in blockchain space

5

funds under management

Areas of Expertise

BLOCKCHAIN, CRYPTO AND FINTECH INVESTMENT OPPORTUNITIES

Our Advisory, Private Equity and Alternative Fund teams source and provide our clients with the possibility to invest into new opportunities in Blockchain, Crypto currencies and Fintech. These are offered as a privileged first access with no obligation to invest. In the case of client interest, the asset allocation is reviewed with the client to define the best allocation and appropriate re-balancing is done to ensure adherence to the investment strategy and goals.

BANK SELECTION

Finding the proper banking partners from overseas is a challenge, and managing them can be even more so. We facilitate this process and represent our international clients in choosing the right partners and investments for them. Through a rigorous screening process, we provide clients with an overview of the strengths and service offering of each our partner banks and re-commend a short list of suitable banking partners taking into consideration our clients country of residence, professional activity and investments goals. We then facilitate the account opening process and manage the deployment of assets into the chosen investment strategy.

INVESTMENT STRATEGY

Each of our clients is unique and deserve personalised attention in defining their investment stra-tegy. We take the time to discuss market opportunities and risks, as well as each clients tole-rance to downturns. In doing so, we discuss our clients goals and objectives to plan the ex-pected growth, revenues and identify potential risks.
The investment strategy is then defined as a tailor made solution and the roadmap agreed with the client.

CONSOLIDATION & PERFORMANCE MONITORING

We provide our clients with a holistic global view of the entire portfolio and be able to monitor every income/dividend and expense. The performance of each investment and asset manager is measured (along with their fees). We consolidate all assets in all countries (listed equity, real estate, private equity, bonds, cash). As an independent advisors our review process also in-cludes recommendations on divesting or adding new underlying investments to ensure the stra-tegy meets its goals.

WEALTH PLANNING

Each family has specific requirements and aspirations for future generations. We assist families in selecting the most appropriate strategy for parents, children and grand-children. We assist families in moving from a private-banking “personal” relationship towards a corpo-rate/institutional structure that is tax-efficient and cost-effective. We also assist the principal in succession planning for children and grand-children.



REAL ESTATE OPTIMISATION

We assist clients in ensuring that all real estate assets are in compliance with local laws and regulations (including property taxes). Through proper understanding of local legislation on real estate assets, we propose solutions to ensure that non resident clients who purchase real estate are doing so in the best way possible for their personal situation.

VALUES

Nothing great can be achieved
without a strong set of values.

YOU FIRST

You are and will always be our first priority.

COMMITMENT

We are determined. Dedicated. Forward Looking

YOU ARE UNIQUE

We don’t offer off-the-shelf products but carefully tailored solutions.

STRENGTHS

No success is sustainable without truly compelling strengths.

INDEPENDENCE AND ALIGNMENT OF INTERESTS

100% owned by our management, we are independent and free from any external pressure. We invest alongside our clients, thus ensuring that our interests are fully aligned.

FLEXIBILITY

Client-centric by nature, we know that a “one size fits all” approach really fits no one. And our agile structure makes us very responsive.

NETWORK

Thanks to strong relationships built over the years, we have established an extensive world-wide contact network. This gives you a privileged access to off-the-limelight managers and to funds otherwise unavailable or closed to new investors.

EXPERTISE

We have developed a unique know-how in selecting the opportunities and in combining them to build robust and top-performing portfolios.

DISCIPLINE

Our results rely on rigorous investment processes based on fundamental research and stringent risk management.

SCA Asset Management Team

Christophe Morvan
PARTNER – HEAD OF ASSET MANAGEMENT
Christophe is managing partner overseeing the daily operation and commercial development of the division.
Christophe is managing partner overseeing the daily operation and commercial development of the Asset Management division.

He is a senior financial and strategic development advisor with over 20 years professional experience working within top tier multinational, financial and FMCG corporations.

Christophe has worked over 12 years in Private Banking advising clients and family corporations in managing their wealth for Credit Suisse, UBS and Société Générale.

Prior to that he worked 10 years in Strategic Business Development and International Marketing roles for Unilever and British American Tobacco in international and domestic markets.

With a focus on emerging markets in the Middle East he has helped his clients implement investment strategies across multiple jurisdictions and countries.

He holds a Bachelors degree in International Trade and Development from the University of California, Berkeley as well as a post graduate diploma in Wealth Management from the IFGP.

He holds professional wealth management certifications from both UBS and Credit Suisse.

Christophe lives in Geneva with his family and travels regularly to the GCC countries in the Middle East for professional purposes.
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Omar Ulrich
PARTNER- HEAD OF INVESTMENTS
Omar is director of investments and a founding partner of Swiss Crypto Advisors.
With his extensive financial experience, Omar started investing in cryptocurrencies and crypto assets in 2013 in order to become an open supporter of blockchain technology.

In 2018, he co-founded Swiss Crypto Advisors in order to be more present in the crypto world and to seize the opportunities of this growing market.

Omar’s professional experience consists of 18+ years in financial markets, including trading and program trading.

He also worked to implement and develop various financial companies.

Omar is also CEO of Castle Harbour Securities Limited and director of Next Generation Fund Ltd.

Omar lives between Geneva, London, and Nassau, and graduated from the University of Fribourg, Faculty of Economics and Social Sciences with a master’s degree in business administration.
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Francesco Abbate
PARTNER – COO AND COMPLIANCE
Francesco is the CEO and managing director of Swiss Crypto Advisors and oversees the company’s global activities.
In addition to his role as CEO of Swiss Crypto Advisors, Francesco also manages the Risk Management, AML and Compliance activities of SCA AM, thus showing the firms commitment to ensuring proper investment processes and risk management.

Francesco’s interest in blockchain and crypto began in 2011 as an early Bitcoin scholar.

He is an entrepreneur, investor, trainer and advisor in the area of blockchain based companies and cryptocurrencies.

He founded Decrypto.biz in 2017, a cryptocurrencies democratization platform, to allow people to join this unique opportunity and make wise and more informed decisions.

In 2018, he founded Swiss Crypto to advise selected hedge funds and startups to develop a blockchain based competitive advantage, the company then expanded into boutique consulting and fintech private equity.

Francesco’s professional experience includes an extensive management background with 14 years experience in finance at Procter & Gamble, where he last acted as global finance and strategy director for a 10B$ turnover business unit, where he focused on upstream innovation and future sources of growth and business initiative design.

Francesco lives in Geneva and graduated magna cum laude from Luiss Guido Carli University with a degree in economics.
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