Manage crypto wealth with a clear head
If crypto has grown from a side interest into a serious part of your wealth, the way you manage it needs to grow up too. A portfolio worth six or seven figures deserves more than a scattering of exchange accounts, a hardware wallet in a drawer and a vague plan to “sell some at the top”.
Crypto Asset Consultants helps UK holders bring structure, security and discipline to significant crypto wealth. We are a consultancy, not a fund manager and not a regulated financial adviser. We do not take custody of your assets and we never promise returns. What we offer is experienced, plain-English guidance so you can make better decisions about the assets you already control.
What is crypto wealth management?
Traditional wealth management wraps investments, tax planning and estate planning into one coherent service. Crypto rarely fits neatly into that model. Many wealth managers will not touch it, and many holders built their positions themselves, long before any adviser was involved.
Crypto wealth management, as we practise it, means treating your holdings with the same seriousness you would apply to a property portfolio or a pension: knowing exactly what you own, keeping it secure, planning how and when you take profits, keeping records HMRC would accept, and making sure it does not die with you.
Who we work with
- Long-term holders with large unrealised gains who want a sensible exit and rebalancing framework
- High-net-worth individuals whose advisers do not cover crypto
- Business owners and professionals paid partly in cryptoassets
- Families preparing holdings for the next generation
- Anyone whose crypto has quietly become too big to ignore
Portfolio review and strategy
We start by mapping what you actually hold: every wallet, exchange account, staking position and token, including the ones you may have half forgotten. From there, our crypto wealth expert team helps you think clearly about concentration risk, the role each asset plays, and whether your portfolio still matches your goals and your appetite for loss. We will not tell you what to buy. We will help you understand what you own and what it could cost you.
Profit-taking discipline
Most large crypto losses are not caused by bad assets. They are caused by having no plan. Holders ride positions up, anchor to the peak, and ride them all the way back down. We help you set rules in advance: thresholds for taking profits, how much to move into more stable assets, and how to avoid decisions driven by fear or euphoria. A written plan, made calmly, beats an improvised one made at 2am during a crash.
Security and custody hygiene
At a certain size, security stops being a technical detail and becomes the whole game. We review how your assets are stored and help you tighten it: hardware wallets and how they are backed up, seed phrase storage that does not rely on one piece of paper, sensible use of exchanges, protection against phishing and SIM-swap attacks, and reducing single points of failure, including you.
Record-keeping and tax readiness
HMRC treats most crypto disposals as taxable events, including swapping one token for another. Serious holders often have thousands of transactions across years and platforms. We help you build and maintain records that make tax season straightforward rather than terrifying, and we work hand in hand with our crypto tax accountant service when returns or disclosures are needed.
Succession and inheritance readiness
Under the Property (Digital Assets etc) Act 2025, cryptoassets are confirmed as capable of being property under English law, and they form part of your estate for inheritance tax. Yet without your keys or seed phrases, your heirs may never be able to touch them. We help you build a succession plan that lets the right people access your assets at the right time, without exposing your keys today. You can read more on our crypto inheritance planning page.
Working alongside your regulated advisers
If you already have a financial planner, accountant or solicitor, we are not here to replace them. We slot in as the crypto specialists: explaining your holdings in language your advisers can work with, supplying the data they need, and making sure the crypto piece of your wealth is not left out of the bigger picture simply because nobody in the room understood it.
Consultancy, not regulated advice
Important: Crypto Asset Consultants provides consultancy, education and guidance. We do not provide FCA-regulated financial advice. Cryptoassets are largely unregulated in the UK; their value can fall as well as rise and you could lose all your money. Consider seeking independent regulated advice for your wider financial planning.
Frequently asked questions
Is crypto wealth management regulated in the UK?
Cryptoassets are largely unregulated in the UK, and our service is consultancy, education and guidance rather than FCA-regulated advice. For your wider financial planning we encourage you to use independent regulated advisers, and we are happy to work alongside them.
Who is crypto wealth management for?
Anyone for whom crypto has become a meaningful part of their wealth: long-term holders, early adopters with large unrealised gains, business owners paid partly in crypto, and families who want holdings organised, secure and ready to pass on.
Will you tell me which coins to buy?
No. We do not give buy or sell recommendations and we never promise returns. We help you build a framework: what you hold, the risks you are carrying, how you take profits with discipline, and how you keep records that stand up to scrutiny.
Can you help with crypto tax as part of this?
Yes. Record-keeping and tax readiness are core to our work, and our crypto tax accountant service can handle returns and disclosures so your position is accurate and defensible.
How much does a consultation cost?
Your first crypto consultation is free and carries no obligation. It is a conversation about your holdings, your concerns and your goals, so you can decide whether structured support would help.
What We Do
Portfolio Guidance
Our crypto consultants will educate you to invest in the safest and lucrative crypto assets.
Crypto Staking
Staking is a way to earn passive income from your cryptocurrency holdings.
Crypto Reports
We provide crypto portfolio performance reports within our investment packages.
Crypto Tax Planning
Our consultants work alongside with our recommended crypto accountant to plan crypto tax.
Proud to work with the leading crypto exchanges in the UK
