About Us

DWealth is a Hong Kong-based company that provides Corporate Crypto Treasury Solutions (CCTS), Crypto Wealth Management, and Digital Custodian Solutions for institutional clients, investment funds, family offices, and high-net-worth individuals (HNWIs).

DWealth is developing a Crypto Institutional OTC Platform (ICOP), providing one-stop service for corporations on their OTC trading needs. Our platform aims to deliver greater liquidity, enhanced confidentiality, reduced counterparty risk, and tailor-made solutions that are well-suited for institutional clients. We simplify the complexities and technological barriers typically associated with digital assets, enabling non-technical investors to engage with and benefit from digital asset opportunities without requiring prior knowledge of blockchain technology or cryptocurrencies.

Advisors

At DWealth, our Advisors form the cornerstone of our commitment to deliver premier investment advisory services and cutting-edge strategies in the cryptocurrency sector. Our Advisors combine deep expertise across financial markets, emerging technologies, and digital assets to navigate clients through innovative cryptocurrency investment strategies. We are proud to present our Advisors, listed alphabetically:

Here's an alphabetical list of our esteemed Advisors:

Associates

At DWealth, our Associates are integral to our mission of delivering sophisticated investment solutions and pioneering strategies in the digital asset space. Our team unites diverse talent, combining rigorous analytical expertise with innovative thinking and demonstrated mastery of cryptocurrency markets. We are proud to present our Associates, listed alphabetically:

Richard Au

Au, Richard

Marc Bookman

Bookman, Marc

Igor Capeta

Capeta, Igor

Boris Chan

Chan, Boris

Jay Diamond

Diamond, Jay

Dr. Manuel Portes

Portes, Dr. Manuel

Nick Trudgen

Trudgen, Nick

 

Why Choose DWealth?

  • Expertise & Experience: DWealth boasts a team of seasoned professionals with extensive experience in the crypto industry. Their expertise, combined with a comprehensive understanding of market trends, enables DWealth to offer reliable investment strategies tailored to each client's objectives.
  • Cutting-Edge Technology: DWealth leverages advanced technology to provide a seamless and secure investment experience. The platform features intuitive interfaces, real-time market data, and efficient trading infrastructure, enabling clients to make informed investment decisions swiftly.
  • Customer-Centric Approach: DWealth places its clients at the forefront of its operations, dedicated to delivering personalized services and addressing individual investment needs and goals. Our dedicated team ensures responsive customer service and tailored solutions throughout each client's investment lifecycle.
  • Transparency: DWealth maintains a transparent approach to investments, ensuring that clients have visibility into their portfolios and transactions. The company provides comprehensive reporting and regular updates, allowing investors to track the performance of their investments accurately.

Our License

DWealth is currently holder of Trust or Company Service Provider (“TCSP”) license under the Anti-Money Laundering and Counter-Terrorist Financing Ordinance (“AMLO”), which will allow it to provide custodian services for digital assets.

View License

Dwealth Limited license