Multi-asset allocation desk
Multi-Asset Wealth Engine: Trade Crypto, Stocks, and Physical Commodities in Unified Joint Portfolios
Allocated gold, global equities and digital liquidity pools held in one joint portfolio, structured and reported by a single investment desk.
- Vault jurisdictions
- Zurich, Dubai
- Asset sleeves
- Three, one portfolio
- Minimum allocation
- USD 1,000
- Onboarding
- Four steps
Joint portfolio
Three asset sleeves, one allocation
Each sleeve is held and reported separately, then weighted against the others. You fund once, and the desk structures the split across commodities, equities and digital liquidity.
Gold, silver, energy
Commodities & Vaulted Metals
Allocated gold and silver bars held in Zurich and Dubai, with platinum, palladium, copper and crude exposure carried inside the same sleeve.
- Custody
- Allocated, serialised bars held with vaulting partners in Zurich and Dubai. Title stays with the investor.
- Allocation
- Fractional co-investment from USD 1,000. Positions are bought and sold inside the joint portfolio.
- Settlement
- Physical metals are allocated. Industrial metals and energy are cash settled at portfolio level.
Index and thematic
Global Equities
US, European and Asian large-cap exposure, rebalanced against the other two sleeves.
BTC, ETH, stablecoins
Digital Liquidity Pools
Segregated crypto custody and stablecoin pools sized against the metal and equity sleeves.
Illustrative structure
How one allocation splits
Weights are illustrative and set with the desk at onboarding. Actual allocations depend on suitability and the risk profile selected.
Commodities desk
Gold, silver and energy, priced live
Metals are available as allocated physical bars or as portfolio exposure alongside industrial metals and crude. Both are quoted against the same feed and reported in one statement.
XAU
Gold
XAG
Silver
XPT
Platinum
XPD
Palladium
HG
Copper
CL
WTI Crude
BRN
Brent Crude
NG
Natural Gas
Portfolio exposure is carried and settled inside the joint portfolio. Industrial metals and energy are cash settled, with no physical delivery.
- Pricing reference
- Spot and near-dated quotes, refreshed during desk hours
- Minimum allocation
- USD 1,000 across the joint portfolio
- Settlement basis
- Physical allocation for gold and silver, cash settlement for energy
- Exit terms
- Sold back to the desk at quoted spot, subject to vault release windows
Prices shown are simulated for demonstration. Commodity and metals positions carry market and price risk, are not deposits, and are not capital protected.
Model an allocation before you apply
Set capital, duration and risk profile to see a projected trajectory at the stated target rate. Every figure below is illustrative, not a forecast of actual returns.
Commodities 55% · Global 30% · Digital 15%
Projected value
$31,706
Projected gain
+$6,706
Target rate
24%
Month by month
Balanced profile| Month | Value | Gain |
|---|---|---|
| 1 | $25,500 | +$500 |
| 2 | $26,010 | +$1,010 |
| 3 | $26,530 | +$1,530 |
| 4 | $27,061 | +$2,061 |
| 5 | $27,602 | +$2,602 |
| 6 | $28,154 | +$3,154 |
| 7 | $28,717 | +$3,717 |
| 8 | $29,291 | +$4,291 |
| 9 | $29,877 | +$4,877 |
| 10 | $30,475 | +$5,475 |
| 11 | $31,084 | +$6,084 |
| 12 | $31,706 | +$6,706 |
Projections are illustrative and calculated from the selected target rate with monthly compounding. They are not a promise, guarantee or forecast of performance, and invested capital is at risk.
Institutional security
Custody you can trace, checks before funding
Allocated cold storage
Metal holdings sit in segregated vault accounts in Zurich and Dubai, allocated by bar serial rather than pooled with desk inventory.
Encryption in transit and at rest
All traffic is served over TLS. Application data is encrypted at rest, and digital asset keys are held offline with segregated wallets.
Reconciled against serial lists
Vault holdings are reconciled against bar serial records on a fixed inspection cadence, with the reconciliation attached to your statement.
KYC and AML before funding
Identity, source of funds and suitability are reviewed before any transfer instruction is issued to you.
Funding rails
SWIFT / IBAN
Bank transfer in USD, EUR, GBP or AED
BTC
Bitcoin, on-chain settlement
ETH
Ethereum, on-chain settlement
USDT / USDC
Stablecoin rails for faster funding
No card or online checkout. Transfer instructions are issued by the desk after approval.
Onboarding checks
- 01
Identity verification
Passport or national ID, with proof of residence.
- 02
Source of funds
Documented origin of the capital being allocated.
- 03
Suitability review
Profile and horizon checked against the selected structure.
- 04
Funding instruction
Rails and vault allocation issued after approval.
One application, three asset sleeves, one statement
Submit the four-step application and the investment desk responds within two business days.