Where Legacy Meets the Future of Wealth.
At Obsidian Wealth, we don’t just manage assets – we curate generational prosperity in the era of digital finance.
0%
Trailing Fees
Our retainer model saves you over 70% in broker fees!*
*Based on a comparison between Obsidian Wealth’s monthly advisory model and selected traditional broker/trailing-fee structures. Actual savings depend on portfolio size, product mix, mandate, and fee arrangement.
At Obsidian Wealth, we don’t just manage assets, we curate generational prosperity in the era of digital finance.
0% Trailing Fees
Our retainer model saves you over 70% in broker fees!*
*Based on a comparison between Obsidian Wealth’s monthly advisory model and selected traditional broker/trailing-fee structures. Actual savings depend on portfolio size, product mix, mandate, and fee arrangement.
Luxury Wealth Management for the New Financial Frontier.
We serve a highly selective clientele; individuals and families whose ambitions aren’t measured in benchmarks, but in bold visions.
Obsidian Wealth is a boutique wealth management firm specialising in crypto assets and tokenised investments for high-net-worth individuals and families. We build and manage bespoke portfolios designed to grow, protect, and transition wealth over time. Our approach is disciplined, transparent, and aligned; we charge monthly so our success is tied to yours.
From active portfolio management to succession planning for spouses and children, we provide a modern, secure way to manage digital wealth within your own account.
Crypto Assets & Tokenized Shares
Expertly managed portfolios of digital currencies and tokenized equity. Unlocking liquidity, diversification, and potential alpha unavailable in traditional markets.
Luxury Wealth Management for the New Financial Frontier.
We serve a highly selective clientele; individuals and families whose ambitions aren’t measured in benchmarks, but in bold visions.
Obsidian Wealth is a boutique wealth management firm specialising in crypto assets and tokenised investments for high-net-worth individuals and families. We build and manage bespoke portfolios designed to grow, protect, and transition wealth over time. Our approach is disciplined, transparent, and aligned; we charge monthly so our success is tied to yours.
From active portfolio management to succession planning for spouses and children, we provide a modern, secure way to manage digital wealth within your own account.
Crypto Assets & Tokenized Shares
Expertly managed portfolios of digital currencies and tokenized equity. Unlocking liquidity, diversification, and potential alpha unavailable in traditional markets.
Exclusive, High-Net-Worth Focus
Our services are not mass market. Your financial strategy deserves bespoke attention, reserved for a select community of global wealth holders.
Succession & Legacy Planning
Thoughtfully designed pathways to protect and transition your digital wealth across generations; with clarity, dignity, and strategic foresight.
Investment Steward
Jacques Serfontein
Jacques Serfontein is a digital asset specialist and capital strategist with a proven track record of structuring high-performance financial ecosystems for discerning investors.
As founder of HODL OTC, he led the platform to a capital high-water mark of R489 million under management, positioning it among South Africa’s most significant private digital asset desks.
With a background spanning structured yield engineering, private credit opportunities, and digital asset execution, Jacques is known for blending capital preservation with asymmetric upside exposure. His approach combines disciplined risk management with selective allocation into high-growth digital markets.
A University of Cape Town Blockchain & Digital Currency alumnus and board-level operator, Jacques serves high-net-worth clients through Obsidian Wealth an elite boutique advisory focused on digital assets, strategic yield products, and alternative wealth architecture.
Investment Steward
Jacques Serfontein
Jacques Serfontein is a digital asset specialist and capital strategist with a proven track record of structuring high-performance financial ecosystems for discerning investors.
Read More
As founder of HODL OTC, he led the platform to a capital high-water mark of R489 million under management, positioning it among South Africa’s most significant private digital asset desks.
With a background spanning structured yield engineering, private credit opportunities, and digital asset execution, Jacques is known for blending capital preservation with asymmetric upside exposure. His approach combines disciplined risk management with selective allocation into high-growth digital markets.
A University of Cape Town Blockchain & Digital Currency alumnus and board-level operator, Jacques serves high-net-worth clients through Obsidian Wealth an elite boutique advisory focused on digital assets, strategic yield products, and alternative wealth architecture.
Client Seats
Open per Annum
Million in Assets
Under Management
Ave Yield PA*
Client Seats
Open per Annum
Million in Assets
Under Management
Ave Yield PA
*Historical or indicative yield only. Returns are not guaranteed and may vary depending on market conditions, product structure, counterparty risk, liquidity, and client mandate.
How It Works
Step 1
Private Mandate
We begin with a confidential consultation to understand your goals, risk profile, and long-term intentions. From this, we define a clear, bespoke investment mandate.
Step 2
Portfolio Design & Deployment
We construct and deploy a tailored portfolio of digital assets and tokenized investments within your own account; structured with intention, discipline, and transparency.
Step 3
Ongoing Stewardship
Your portfolio is actively monitored and refined as markets and life evolve. Our monthly fee structure ensures alignment; your success remains our priority.
Obsidian Wealth operates as a private advisory and wealth strategy brand within the HODL OTC regulatory ecosystem. HODL OTC is an authorised Financial Services Provider for crypto assets under FSP No. 53723.