Mon Livret C, a Lyon-based start-up that has developed expertise in the production of investment solutions in crypto assets, now announces that it is specializing its offering with wealth management professionals (CGP, Family Offices, Groups, etc.) ). The company, which is currently completing a first round of fundraising with private investors, aims to strengthen its innovative positioning and directly address a market interested in distinctive investment solutions.
Mon Livret C offers a new asset class for wealth management professionals
“In the space of a few years, crypto assets have gained their credentials and proven that they can be a long-term investment solution. In France, 8% of the population has already invested in crypto assets and 30% are considering doing so. More than ever, investors expect solutions from their financial advisors to expose themselves to this new class of financial asset. For this they need reliable partners who offer simple, efficient and regulated products. This is where Mon Livret C comes into play,” explains Roméo Poncet-Labouche, co-founder of Mon Livret C.
Founded in Lyon in early 2021, Mon Livret C specializes in providing crypto asset investment solutions to financial management professionals. For this, the company relies on a strong market expertise (professionals from the ecosystem, specialized in risk management and optimization of client positions, form an internal “trading room”, a regulated player status (the company is registered PSAN and PSP with the AMF and the ACPR) , simple processes (digitized subscription, follow-up of customer positions) and an educational approach, focused on training and proximity with its partners.
The products offered, accessible in the form of management mandates, are three in number:
– A savings account, remunerated at 4.2% and based on stable crypto assets (stablecoins);
– A DCA portfolio, in which the same amount is invested monthly on an allocation of specific crypto-assets. Very effective in the long run, this technique allows the investor to level out his entry level in the market and protect himself against its volatility;
– Several diversified portfolios, consisting of stable assets and others more dynamic, distributed according to the financial objectives of each client.
In particular, the company stands out for its ability to deal directly with fiat currencies such as the Euro (therefore no investment is made in crypto-assets) and to hedge some of its products against the exchange rate risk associated with the variation of the euro and the dollar. prices. A first on the French market.
“We have built our offer with the idea that it should be varied and personalized, but always easily accessible. Some of our portfolios offer ongoing returns, others are riskier but potentially more efficient, and still others offer long-term exposure…. Our products correspond to all types of investors and it is the insurance for our partners to respond to their customers’ problems,” explains Mathieu Charret, co-founder of Mon Livret C.
Mon Livret C offers free training to support professionals
Digital assets are now an asset class in their own right. An asset class that is likely to impact the asset management industry… and create opportunities there.
Proving their potential and then their resilience over more than a decade, crypto-assets have passed the stage of being a simple bubble or passing attraction. The sector has become structured, institutionalized and, above all, visible.
By the end of November, Mon Livret C will be posting a series of 30 free training videos in short modules online, all presented by their team of experts. These, accompanied by more detailed and reasoned written support, will aim to answer the most important questions of wealth management professionals (what assets do we offer to clients? what taxes apply? which partner to choose? what risks to analyze? etc.).
Thus, Mon Livret C aims to play an educational role for his market, to enable him to better understand an asset class that remains difficult to access but seems destined to play an increasingly important role in any investment strategy.
My Livret C in a few figures / key data:
● Created in March 2021;
● Incubated with emlyon and HUB612;
● PSAN registered with the AMF in May 2022;
● 10 current employees;
● 20 active partners, 100 targeted by next year.
About My Booklet C:
Founded in March 2021 in Lyon by Mathieu Charret and Roméo Poncet-labouche, Mon Livret C is a startup specializing in the production of crypto asset investment solutions on behalf of wealth management professionals. The aim is to provide CGPIs, Family Offices and other Fintechs in the savings sector, in gray label, with all the tools needed to offer their clients a new asset class. The start-up, which is currently expanding its teams, has already attracted about twenty partners and hopes to increase that number fivefold in one year.
The startup will be incubated within HUB612, an accelerator specializing in supporting fintech startups, and emlyon.
https://www.monlivretc.com/