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Security and custody of crypto assets

Proven account, access and security processes for managing large crypto portfolios.

Security is part of the investment process

With crypto assets, risk does not arise from market moves alone. Access rights, trading platforms, counterparties, hacking and operational processes can be just as decisive. The entire infrastructure must therefore be treated as part of risk management.
Further reading: Risk management for crypto portfolios.

Security areas

Core security areas in crypto asset management

  1. 01

    Segregated account structure

    Individual accounts keep each client portfolio clearly separate and allow assets and positions to be attributed transparently.

  2. 02

    Access and permission management

    Log-ins should be protected by a multi-layered access and identification system, and sensitive actions by appropriate security mechanisms.

  3. 03

    Platform and counterparty risk

    Selecting and continuously assessing the trading and custody infrastructure, and diversifying deliberately across counterparties that are as uncorrelated as possible, are part of risk management.

  4. 04

    Operational processes

    Defined procedures for deposits, withdrawals, trade execution, risk assessment, drawdown recovery, maximum drawdown limits and monitoring reduce operational risk.

  5. 05

    Continuous monitoring

    Security and counterparty risks are not static; they must be monitored continuously and reassessed regularly throughout the mandate.

Separating custody and management

A professional mandate should distinguish clearly between who holds the assets, who makes the trading decisions and which access rights are required to implement them. This separation increases transparency and makes governance and control easier.

SMA as the structural foundation

Segregated Managed Accounts create a clear, individual account structure in which the mandate is managed separately and does not form part of pooled fund assets.
Further reading: Segregated Managed Account (SMA).

Security for larger mandates

As investment volume grows, so do the requirements for permissions, counterparties, liquidity management and operational controls. The infrastructure must therefore match the size and complexity of the mandate. We develop the right security architecture for your seven- to eight-figure crypto portfolio.
Further reading: Crypto asset management for large portfolios · Crypto asset management for family offices.

Building the right infrastructure.

The right structure depends on individual objectives, trading strategy, jurisdiction and risk appetite. In a personal consultation, we work out with you which account and security architecture makes sense for your mandate.
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