Mon Livret C offers its own crypto-asset investment solutions for wealth management professionals

Mon Livret C, a Lyon-based startup that has developed expertise in the production of investment solutions in crypto-assets, now announces that it is specializing its offer with wealth management professionals (CGP, Family Offices, Groups, etc.) . The company, which is currently completing its first round of fundraising with private investors, wants to strengthen its innovative positioning and directly address a market eager to differentiate investment solutions.

Mon Livret C offers a new asset class for wealth management professionals

“In the space of a few years, crypto-assets have earned their credentials and proven their ability to 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 gain exposure to this new class of financial assets. For this, they need reliable partners, offering simple, efficient and regulated products. This is where Mon Livret C comes in,” explains Roméo Poncet-Labouche, Co-Founder of Mon Livret C.

Established in early 2021 in Lyon, Mon Livret C has made a specialty of providing investment solutions in crypto-assets for financial management professionals. For this, the company relies on strong market expertise (professionals from the ecosystem, specialized in risk management and optimization of clients’ positions, constitute an internal “trading room”, a regulated player status (the company is registered PSAN and PSP in AMF and ACPR), simple processes (digital subscription, monitoring of customer positions) and an educational approach, focused on training and proximity to its partners.
The products offered, accessible in the form of management mandates, are three in number:

– A savings account, rewarded with 4.2% and based on stable crypto-assets (stablecoins);
– A DCA portfolio, in which the same amount is invested every month in an allocation of specific crypto-assets. This technique, which is very effective in the long term, allows the investor to soften his level of entry into the market and protect himself from its volatility;
– Several diversified portfolios, consisting of stable and other more dynamic assets, distributed according to the financial objectives of each client.

The company is particularly notable for its ability to work directly with reliable currencies such as the euro (therefore the investment is not made in crypto-assets) and to hedge some of its products against the exchange risk associated with the variation of the euro and the dollar. the rates. The first on the French market.

“We have built our offer with the idea that it should be diverse and personalized, but always easy to access. Some of our portfolios offer a consistent return, others are riskier but potentially more efficient, and others allow for long-term exposure…. Our products correspond to all types of investors and it is the assurance that our partners respond to the problems of their clients”, explains Mathieu Charret, co-founder of Mon Livret C.

Mon Livret C offers free training to support professionals

Digital assets are now a separate asset class. An asset class that is likely to impact the wealth management sector… and create opportunities there.

Proving their potential and then their durability for more than ten years, crypto-assets have gone beyond the phase of a simple bubble or temporary pullback. The sector is structured, institutionalized and above all has gained visibility.

Until the end of November, Mon Livret C will put online a series of 30 free training videos in short modules, all presented by their team of experts. These, accompanied by more detailed and reasoned written support, will aim to answer key questions asked by wealth management professionals (which assets to offer clients? what tax applies? which partner to choose ? what risks to analyze? etc.).

Thus, Mon Livret C wants to play an educational role with its market, to enable it to better understand an asset class that remains difficult to access but looks destined to play an increasingly great in any investment strategy.

My C books in some key figures / dates:
● 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 brochure C:
Created in March 2021 in Lyon by Mathieu Charret and Roméo Poncet-labouche, Mon Livret C is a startup specialized in the production of investment solutions in crypto-assets, on behalf of wealth management professionals. Its objective is to provide CGPIs, Family Offices and other Fintechs in the gray label savings sector with all the necessary tools to offer their clients a new asset class. The startup, which is currently expanding its teams, has already attracted around twenty partners and hopes to multiply this figure by five in a year.
The startup is incubated within HUB612, an accelerator specialized in supporting Fintech start-ups, as well as emlyon.

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