SwissBorg Managed Portfolios is our most advanced wealth management solution to date.
A professionally managed, actively monitored crypto portfolio tailored to your individual risk appetite. This means that you no longer need to study the markets, chase news, or second-guess your allocations — simply choose a portfolio that matches your investment profile, and let our expert team handle the rest.
Key Benefits of Managed Portfolios
- Hands-off investing: Let our experts manage your crypto investments so you can focus on other priorities.
- Active risk management: Reduce downside exposure during bear markets and capture upside potential during bull runs.
- Custom-fit to your risk: No one-size-fits-all — you get a strategy tailored to your unique financial goals.
- Daily reallocation: Adaptive changes keep your portfolio aligned with real-time market conditions.
- Full transparency: You stay informed with regular updates, performance metrics, and strategy insights.
How to Invest in Managed Portfolios
- Select ‘Managed Portfolios’ from the Invest page.
- Tell us what type of investor you are so we can determine your investor profile.
- Choose the recommended portfolio based on your results. Let’s suppose it’s the Growth Portfolio. Tap on ‘Invest Now’.
- Choose the currency you wish to invest in the Managed Portfolio
- As you tap on the currency of choice, you will be asked to accept the same Terms and Conditions that apply to Crypto Bundles.
- Enter the amount you wish to invest
- Review the investment summary. If you’re good with the rates, press on ‘Confirm’
- When the investment is successful, you will see this screen.
- Tap on ‘Finish’ and you will access the Managed Portfolio scree, where you will be able to check its performance, as well as the buttons to invest more or sell your Managed Portfolio as if it was a normal asset.
- Your Managed to Portfolio will always be visible in the Portfolio page. You can tap on it to access the screen mentioned before.