Crypto asset management for large portfolios
Individual management of larger crypto portfolios and mandates in the range of CHF 1–10 million and above, with market-adaptive portfolio management, an SMA structure and active risk management.
When crypto wealth calls for active management
A crypto portfolio in the seven- or eight-figure range places higher demands than a smaller private trading account. Liquidity, execution quality, position sizes, counterparty risk, security processes and ongoing risk control become considerably more important.
Digital Estate Group AG in Zug offers individual crypto asset management for larger private and institutional mandates. The respective structure is tailored to the investment volume, the risk profile and the requirements of the investor.
Further reading: Crypto asset management in Switzerland.
Requirements for portfolios of around CHF 1 million and above
Risk budget rather than a single-trade focus
For larger portfolios, the priority is managing the overall risk budget, not looking at individual trades in isolation.
Execution and liquidity
Order size, market liquidity and execution quality must be taken into account systematically for larger positions.
Diversified infrastructure and counterparties
As wealth grows, platform, custody and counterparty risks become increasingly relevant.
Reporting and traceability
Professional investors need a clear view of portfolio development, positioning and risk.
Individual SMA structure
For larger mandates, a Segregated Managed Account makes it possible to manage the portfolio individually, rather than pooling capital with other investors in a fund. Strategy and risk parameters can thus be tailored to each mandate.
Active management across market cycles
Crypto markets can switch between very different volatility and liquidity regimes within a short time. Digital Estate therefore relies on active portfolio management and a market-adaptive approach to risk.
With larger investment volumes, execution and liquidity also matter: positions are built up and reduced gradually depending on DOM (depth of market), order book heatmap, CVD and trading volume, in order to limit slippage and market impact. The underlying trading decisions are frequently based on our proprietary DEUS Alpha Quant strategy – more on this on our page about our investment strategy.
For private wealth, family offices and institutional investors
Larger crypto mandates may be held by high-net-worth private clients as well as within family offices or overarching wealth structures. Requirements for governance, reporting and integration differ from investor to investor and are taken into account accordingly.
Personal support for larger mandates
For larger portfolios, standardised mass processing is not what we offer. The personal initial consultation covers investment volume, risk profile, infrastructure and objectives. Ongoing support is likewise personal, which is why it is highly selective and strictly limited.
Discuss a crypto mandate from CHF 1 million
Do you already manage a larger crypto portfolio, or are you interested in an individual mandate solution for a seven- or eight-figure investment? We would be pleased to discuss your requirements confidentially and in person.
Dominik Schneeberger
Founder & Managing Partner
Personally looks after selected mandates – from strategy development to implementation.