Transforming the institutional strategy of Forteus
Zodia Custody's Gateway provides enhanced optionality and secure custody for leading digital asset firm Forteus Investment Management
Our impact
Flexibility of staking solution and competitive pricing
Gold-standard regulatory and compliance infrastructure
The challenge
Forteus, a leading digital asset investment advisor backed by Schroders Plc and part of the Numeus Group, is recognised for the exceptional pedigree of its investment team, its gold-standard institutional set-up, and its uncompromising focus on risk management. Their needs extended beyond secure custody. Forteus required the flexibility to engage in staking and trading activities with a diversified set of service providers, all while upholding the strict institutional standards for which they are known.
Forteus sought a partner who mirrored their values: a partner dedicated to strengthening the institutional ecosystem for digital assets and driven by compatibility beyond mere product offerings.
The solution
We understood Forteus’ need for secure custody with greater optionality and flexibility. Our solution provides Forteus with custody in a safe and regulated manner, featuring segregated air-gapped wallets with real-time availability. This ensures the highest level of security for their clients’ assets.
Beyond secure storage, access to the Zodia Custody Gateway unlocked a world of financial optionality for Forteus such as entry to a diverse pool of staking providers, enabling seamless financial interactions and expanded functionalities. This newfound access empowered them to optimise strategies, boost portfolio performance, and diversify with confidence.
Our collaborative approach extended beyond custody, delving into the intricacies of trading. Through integration with various OTC shops, Forteus can now access diverse pricing options, refine their trading strategies, and maximise portfolio performance.
A foundation for continued success
With secure custody as the cornerstone, Forteus’ capabilities were enhanced, allowing them to embrace flexibility and execution for effective client service. Our collaborative approach not only meets the immediate needs of Forteus but also lays the groundwork for their sustained success in this evolving digital asset landscape.
What the clients say
“With secure custody as the cornerstone, Forteus’ capabilities were enhanced, providing them with more flexibility and execution options for their clients. Zodia is an ideal partner, combining robust institutional standards with the flexibility and collaborative approach required to best serve our client needs in an evolving digital asset landscape.”