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Integration of Cryptos into Wealth Management

From theory to practice, CIF and CGP, discover our complete, free dossier.

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We have written a white paper for Financial Investment Advisors (CIF) and Wealth Management Advisors (CGP), aimed at guiding them in their approach to crypto assets. This document serves as an operational manual, providing financial advisors with a practical tool for implementation, to serve their clients.

42.5 billion €

This is the amount invested by the French in cryptocurrencies in 2024

an increase of 60 % compared to 2023
12 %

of French people hold cryptocurrencies

a 28 % increase over 2023
Sources: ADAN/KPMG Web 3 and crypto in France and Europe studies: continued adoption and sector growth (2024 edition)
Oak x Meria book
check Why invest
check Market overview
check Regulatory framework
check Operational tips
check Cryptocurrency taxation
check Different ways to invest

A manual to guide your first steps in this universe

Understanding the current context

Cryptocurrencies are increasingly popular, but are they really a credible asset class to consider in wealth diversification?

How to start

Discover the different ways to invest in cryptocurrencies, how to approach them and which partners are available to support you in this direction.

Responding to client demand

Stand out by effectively answering the questions of clients who are increasingly intrigued by the topic of cryptocurrencies.

Understanding the regulatory environment

An overview of the regulatory framework, from the position of regulators to the fiscal framework, including accounting for your professional clients.

Testimonials from participants

Valeria Faure Muntian picture « Cryptos are an asset class. From that point on, all CGPs need to have a minimum culture to be able to respond to their clients. » Valeria Faure Muntian General Delegate ANACOFI
Sandrine Genet picture « This is not a fashion topic. Cryptocurrencies are a new asset class that will be established in the landscape. Therefore, the profession needs to be trained. » Sandrine Genet President of the Innovation/Fintech Commission of the CNCGP
Laurent Ovion picture « We can draw a parallel with structured products. Ten years ago, nobody wanted to hear about it and considered it too dangerous. Today, all CGPs include it in their clients' portfolios. I wouldn't be surprised if we took the same direction with cryptos. » Laurent Ovion Innovation & Crypto Direction at DLPK
Thibaut Boutrou picture « The risk is shifting. Not considering cryptos in a comprehensive wealth strategy will become increasingly nonsensical. » Thibaut Boutrou COO and Co-Founder of Meria
Produced in partnership with OAK Invest Logo OAK Invest

OAK Invest is an independent investment media offering informative content with an innovative and dynamic approach. Our aim is to bring together a community of investors at all levels in search of clear, accessible knowledge. We also make our expertise available to financial professionals to help them develop their audience.

Meria at the service of CIFs and CGPs

Since 2022, Meria has been supporting Financial Investment Advisors (FIAs) and Wealth Management Advisors (WMAs) to meet their clients' growing cryptocurrency needs. We have designed a guided management offering, built around three risk profiles, which has met with a particularly favorable reception within the profession.

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  • How does client onboarding and tracking work with Meria? Icon arrow

    As an independent financial consultant, you must first register on the platform and complete your KYB (Know Your Business) verification.

    Once this step is validated, the clients you introduce proceed with their own registration by providing the necessary information as part of the KYC (Know Your Customer) verification process.

    After completing these formalities, each of your clients is linked to your Advisor profile, enabling optimal tracking of various operations.

  • What tracking is in place for my clients' investments? Icon arrow

    Tracking is organized in a tripartite manner between the client, the advisor, and Meria.

    This tracking depends on the management mode chosen by the client: advised management or managed mandate. Meria ensures transparency and real-time access to essential information for continuous control and supervision of investments.

  • Does Meria provide educational support for my clients? Icon arrow

    Meria offers educational resources tailored to your clients' needs to help them understand the specifics of cryptocurrency investments.

    We provide various training formats, such as webinars or in-person sessions, to meet your clients’ expectations. Our teams are available to explore the most suitable solution.

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