Crypto wealth management for high-net-worth private clients
Individual management of larger crypto portfolios for discerning private clients, with active management, structured risk control and personal support from Switzerland.
Responsible management instead of constant personal effort
As a portfolio grows, so do the demands of managing crypto assets securely and profitably. Market analysis, position management, risk management, technical infrastructure and security all require time, experience and clear processes.
Digital Estate Group AG in Zug offers high-net-worth private clients individual crypto wealth management, in which the portfolio is actively managed within a defined mandate.
Further reading: Crypto asset management in Switzerland.
What high-net-worth crypto investors need
Individual strategy
The mandate is not treated as a standardised retail product, but adapted to volume, objectives and risk profile.
Active risk management
Exposure and position sizes can be adjusted to the market environment and to defined risk limits.
Personal support
Larger mandates call for personal points of contact and a direct dialogue on strategy, risk and portfolio development.
Robust infrastructure
Trading, security processes, reporting and ongoing monitoring are treated as one connected investment process.
Individually managed through Segregated Managed Accounts
For qualifying mandates, the portfolio can be managed through a Segregated Managed Account. It is held individually and not pooled with other investors' money in a common fund.
Portfolio structure and risk parameters can therefore be tailored to the individual investor.
Active crypto asset management
Many private investors hold crypto assets purely passively – and therefore bear the full drawdowns of every market cycle. Digital Estate takes a different approach: the portfolio is actively managed according to the market regime, with long and short positioning and clearly defined risk parameters. This allows drawdowns to be reduced in a targeted way, while the portfolio can continue to benefit from cyclical upswings.
Trading decisions are often based on our proprietary DEUS Alpha Quant strategy. How market analysis, timing and risk management work together is explained on our page about our investment strategy.
Larger portfolios and individual mandates
As portfolio size increases, individual mandate design, execution quality, risk budgets and personal support become more important. Digital Estate focuses in particular on discerning investors with larger crypto portfolios and preferably manages mandates from CHF 500,000.
When wealth is organised through a family office
For more complex wealth, the crypto allocation may form part of an overarching family office structure or an international wealth architecture. Alongside the investment strategy, governance, reporting and the involvement of external specialist advisers then come to the fore.
Further reading: Crypto asset management for family offices.
Personal initial consultation
Would you like to have an existing crypto portfolio expertly structured and delegate its ongoing management – or build an entirely new crypto portfolio?
We would be pleased to discuss your starting position and requirements in person.
Dominik Schneeberger
Founder & Managing Partner
Personally looks after selected mandates – from strategy development to implementation.