Expertise
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.
Professional management instead of managing it all yourself
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.
Requirements
What high-net-worth crypto investors need
- 01
Individual strategy
The mandate is not treated as a standardised retail product, but adapted to volume, objectives and risk profile.
- 02
Active risk management
Exposure and position sizes can be adjusted to the market environment and to defined risk limits.
- 03
Personal support
Larger mandates call for clear points of contact and a direct dialogue on strategy, risk and portfolio development.
- 04
Professional 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
Digital Estate does not follow a purely passive buy-and-hold approach. Adaptive portfolio management can take account of different market regimes, long and short positioning and defined risk parameters.
The proprietary DEUS Alpha Quant strategy combines market structure, liquidity and volume analysis, technical analysis, quantitative models and time-cycle classification.
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 manages mandates ranging from CHF 500,000 to CHF 50 million.
When wealth is organised through a family office
In more complex wealth structures, the crypto allocation may form part of an overarching family office or 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 structure an existing crypto portfolio more professionally and delegate its ongoing management?
Or would you like to build an entirely new crypto portfolio?
We would be pleased to discuss your starting position, mandate size and requirements in person.