About CRBG

Advice built to sit on the client's side of the table.

We're an independent advisory firm. We don't sell metal, custody it, or trade it — we help corporate treasuries decide if a reserve allocation makes sense, and build the structure around it if it does.

How We Started

A question with no independent answer.

Corporate Reserve Bullion Group was founded in 2014 by treasury and asset-advisory professionals who kept hearing a version of the same question from corporate finance leaders: central banks hold gold as a reserve asset — why don't we?

At the time, there wasn't an advisory practice built specifically around that question for corporate balance sheets. Firms that sold metal had an incentive to sell more of it. Wealth managers were built around individual portfolios, not treasury policy. CRBG was built to close that gap: independent of any custodian or dealer, compensated for advice rather than transactions, and focused on how a reserve allocation fits into an existing treasury function — accounting, audit, governance, and all.

Twelve years on, that's still the whole business.

What Guides the Work

Three principles, applied to every engagement.

Discipline

Allocation decisions are grounded in treasury policy and risk tolerance, not market timing or short-term price calls.

Independence

CRBG doesn't sell metal, custody it, or take a position in it. Advice isn't shaped by a transaction on the other side.

Transparency

Every recommendation comes with plain-language documentation built for a board or audit committee, not just a treasury desk.

Leadership

A small team, deliberately.

CRBG stays small enough that clients work with the same senior people from scoping through ongoing reporting.

Margaret Chen

Founder & Managing Partner

Founded CRBG in 2014 after two decades advising corporate treasury and institutional asset programs. Leads client strategy and firm governance.

David Okonkwo

Head of Treasury Advisory

Works directly with finance leadership teams on allocation design and custody structuring, with a focus on manufacturing and logistics treasuries.

Elena Foster

Director of Governance & Risk

Builds board-level reporting frameworks and risk governance policy for clients running physical reserve programs.

Want to talk through your treasury specifically?

We're happy to give a direct read on fit before anything formal starts.

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