Méreau Finance supports crypto-asset consulting and management of your clients under management. You maintain the overall wealth relationship; we intervene exclusively on matters related to crypto-assets.
Crypto-assets now occupy a growing place in wealth management strategies. However, their technical nature and regulatory framework make their integration complex for many firms and independent wealth management advisors.
Méreau Finance enables you to integrate crypto-assets into your offering without having to develop this expertise internally. You retain the overall wealth management relationship with your clients; we handle the advisory services and management of their crypto-assets within a regulated framework.
You remain your clients' wealth management advisor. We take charge of the advisory services and management of their crypto-assets, complementing your support.
A team of specialists, dedicated exclusively to crypto-assets, manages portfolios and supports your clients in this asset class.
Discretionary portfolio management operated by a company authorized as a CASP under the MiCA regulation, offering your clients a clear and secure regulatory framework.
Advisory, discretionary asset management, reporting, investment tracking, and client support: we take care of all crypto-asset-related matters to enable your clients to gain exposure to them through regulated players.
An approach built around high standards and dedicated expertise.
You have a single point of contact who knows your firm and your clients. They ensure proactive follow-up, enhanced availability, and regular communication according to your preferences. Responsiveness is guaranteed for all your questions and necessary decision-making.
Méreau Finance is authorized CASP by the AMF under the MiCA regulation. Crypto assets are held with approved external service providers in France and are never held by Méreau Finance.
