Expertise
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 professional portfolio management, an SMA structure and active risk management.
When crypto wealth calls for professional management
A crypto portfolio in the seven- or eight-figure range places different demands than a smaller private trading account. Liquidity, execution quality, position sizes, counterparty risk, security processes and ongoing risk control become significantly more important.
Digital Estate Group AG in Zug offers individual crypto asset management for larger private and professional mandates. The structure is tailored to the investment volume, risk profile and requirements of the investor.
Further reading: Crypto asset management in Switzerland.
Requirements
Requirements for portfolios of around CHF 1 million and above
- 01
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.
- 02
Execution and liquidity
Order size, market liquidity and execution quality must be taken into account systematically for larger positions.
- 03
Diversified infrastructure and counterparties
As wealth grows, platform, custody and counterparty risks become increasingly relevant.
- 04
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.
The proprietary DEUS Alpha Quant strategy combines market structure, liquidity and volume analysis, technical analysis, quantitative models and time-cycle classification to support timing and positioning.
For private wealth, family offices and professional investors
Larger crypto mandates may be held by high-net-worth private clients as well as within family offices or professional 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 the existing allocation, mandate size, risk profile, infrastructure and the desired form of collaboration. Ongoing support is likewise personal, which is why it is highly selective and strictly limited.
Dominik Schneeberger, Founder & Managing Partner
Discuss a crypto mandate from around CHF 1 million
Do you already manage a larger crypto portfolio, or are you considering a professional mandate solution for a seven-figure investment? We would be pleased to discuss your requirements confidentially and in person.