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Expertise

Segregated Managed Account for crypto assets

Individually managed crypto portfolios with a separate mandate structure, market-adaptive positioning and proven risk management.

What is a Segregated Managed Account (SMA)?

A Segregated Managed Account (SMA) is an individually held investment account of a private or institutional investor, which the crypto asset manager manages under an agreed mandate. Unlike a conventional fund, the investor's assets are not pooled with other investors' capital.
For crypto investors, this model enables individual portfolio management in which strategy, risk parameters and technical infrastructure can be tailored to each investor.
Further reading: Crypto asset management in Switzerland.

SMA vs. fund

SMA vs. conventional fund

  1. Individual mandate

    The portfolio is managed separately and can be tailored to the requirements of the individual investor.

  2. No pooling structure

    The mandate does not form part of collectively managed fund assets.

  3. Direct transparency

    The investor has a clear view of the positions held in the mandate and of the portfolio's development.

  4. Flexible risk parameters

    Exposure, position sizes and other mandate parameters can be defined individually.

Market-adaptive portfolio management

Digital Estate combines the SMA structure with active crypto asset management. The aim is not to hold long positions permanently, but to manage market exposure in a structured, adaptive way across different market phases.
The proprietary DEUS Alpha Quant strategy combines market structure, liquidity and volume analysis, technical analysis, quantitative models and time-cycle classification to support timing, positioning and risk management.

Client groups

Who is a crypto SMA suited to?

  1. High-net-worth private clients

    For investors who do not wish to manage a larger crypto portfolio entirely themselves or purely passively.

  2. Family offices

    For family offices seeking a dedicated crypto allocation with individual governance and transparency.

  3. Institutional investors

    For investors who wish to use a specialised, active crypto strategy within their overall allocation.

  4. Larger portfolios

    For mandates where individual support, risk management and clearly defined decision-making processes become particularly relevant.

Further reading: Crypto asset management for family offices · Crypto wealth management for private clients · Crypto asset management for large portfolios.

Transparency, security and control

An actively managed SMA is not only about return targets. Clear processes, defined responsibilities, ongoing monitoring and an infrastructure that matches the mandate's risk profile are just as important.
Digital Estate combines active management with structured risk and security management. The specific set-up depends on the mandate, platform, investment universe and risk profile.

Setting up a personal SMA mandate

Whether you have an existing crypto portfolio or are planning a first allocation – we would be pleased to evaluate together whether a Segregated Managed Account is right for you, and to develop the appropriate strategy and mandate structure with you in person.
Dominik Schneeberger, Gründer & Managing Partner der Digital Estate Group AG, Zug

Dominik Schneeberger

Founder & Managing Partner

Personally looks after selected mandates – from strategy development to implementation.

Request a personal consultation