The Convergence
Strategy
Institutional-grade exposure to the convergence of digital asset infrastructure and exponential technology — through a single, regulated, IC‑ready Swiss AMC.
Two forces converging into a single investable theme
Cryptocurrency infrastructure and exponential technology equity are no longer separate asset classes. Convergence captures both sides in one regulated wrapper
The 65% digital infrastructure sleeve provides core exposure to the blockchain settlement layers powering the next generation of financial infrastructure. Bitcoin, Ethereum, and Solana — accessed via regulated spot ETFs from tier-1 issuers.
The 35% exponential themes sleeve captures the technology wave that digital assets are enabling — AI, innovation, genomics, and robotics. Equal-weighted across four themes to reduce concentration risk.
Systematic rebalancing between these uncorrelated sleeves has historically generated an estimated 340–480 bps of annual rebalancing alpha
from the volatility differential — though past rebalancing gains are not guaranteed to recur.
Structurally different
Every design decision addresses a specific institutional barrier to digital asset allocation.
Swiss AMC with ISIN
Bankable across major private banks. SIX SIS clearing. Single-line portfolio allocation. No bespoke custody arrangements required.
Zero Direct Token Custody
All crypto exposure via regulated spot ETFs from the likes of BlackRock, Fidelity and Invesco. - held in segregated custody at Interactive Brokers
IC-Committee Ready
Investment committees that cannot approve direct crypto can approve regulated ETFs. Convergence addresses the single biggest institutional barrier to allocation.
FCA-Regulated Execution
Portfolio discretion managed by Profin Partners Ltd (FCA FRN 595504), an FCA-regulated Strategy Manager. Legal review by Edwin Coe LLP.
Systematic Rebalancing
Four-trigger engine: monthly calendar rebalance, intra-month drift trigger, quarterly regime overlay, and semi-annual sleeve review.
Institutional Reporting
Monthly NAV statements. Quarterly strategy reviews. Semi-annual mandate review. Annual IC presentation. Full position transparency.
Hypothetical risk-adjusted comparison
Backtested comparison across three allocation approaches. These are illustrative only and do not represent actual fund performance.
| BTC Only | 60/20/20 | Convergence | |
|---|---|---|---|
| Annualised Volatility hhh | ~65% | ~58% | ~42% |
| Maximum Drawdown | ~-77% | ~-72% | ~-55% |
| Sharpe Ratio | ~0.8 | ~0.9 | ~1.15 |
| Custody Risk | Direct | Direct | None (ETF) |
| Rebalancing Alpha | None | Limited | 340—480 bps |
*Important: All performance data shown is hypothetical and based on backtested modelling.
It does not represent actual trading and may not reflect the impact of material economic factors.
Past performance, whether actual or backtested, is not a reliable indicator of future results.
The value of the AMC can fall as well as rise. You may lose some or all of your investment.
These figures are provided for illustrative purposes only and should not be relied upon when making an investment decision.
Aligned incentives
Performance fee applies only to the active sleeve. No fee is charged on passive crypto appreciation.
Economics
Transparent and structurally aligned with investor outcomes.
Performance Fee
Charged only when active management adds measurable value.
No performance fees are are charged unless the 1.25% quarterly HWM is achieved
Institutional-grade service providers
Target markets
Focused on the world's fastest-growing pools of institutional and family office capital.
Singapore & Hong Kong — home to 1,400+ MAS-registered family offices and the region's deepest concentration of institutional digital asset appetite. Established regulatory frameworks and growing mandates for alternative allocations.
UAE, Saudi Arabia, Qatar — Vision 2030 mandates driving sovereign and institutional capital toward digital infrastructure and exponential technology. Rapidly expanding family office ecosystem with strong appetite for innovation.
Switzerland, Germany, Liechtenstein — the continent's most progressive jurisdictions for digital asset adoption. Deep institutional infrastructure, mature family office networks, and regulatory clarity driving demand for Swiss-domiciled structured products.
London — a global hub for asset management, with an expanding universe of FCA-regulated firms and family offices seeking compliant digital asset exposure. Growing institutional appetite supported by evolving regulatory frameworks and proximity to European capital markets.
From discovery to allocation
A staged approach designed for investment committee governance requirements.
Discovery
IC requirements,
risk appetite
IC Briefing
Custom materials for your committee
Observation
Paper portfolio tracking,
(1—3 months)
Pilot
1—2% allocation ,
(months 4—6)
Strategic
Full 3—5% target,
allocation
Request product information
To request the full factsheet, IC briefing pack, or schedule a confidential discovery call, please contact the Strategy Manager directly.
EnquireStrategy Manager: Profin Partners Ltd
105 Piccadilly, London W1J 7NJ
Product Engineer: Penwarne Digital Assets Ltd
167-169 Great Portland Street, 5th Floor, London W1W 5PF
Penwarne Digital Assets Ltd does not provide investment advice or personal recommendations. Nothing on this website should be construed as a solicitation or offer to buy or sell any financial instrument. Any decision to invest must be based on your own assessment or that of your professional adviser.