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.
Designed for both beginners and seasoned investors, Managed Portfolios aim to simplify the crypto investing experience while offering high-quality, dynamic risk management and performance optimisation.
This investment solution allows you to grow your wealth with confidence by reducing emotional decision-making and improving the consistency of your returns, even in uncertain markets. It brings a host of benefits, from expert oversight to adaptive market protection and hands-off simplicity.
Here’s what you can expect from Managed Portfolios:
Invest According to Your Risk Profile
Crypto is known for its volatility, but not all investors have the same appetite for risk. With Managed Portfolios, you’ll first complete a short questionnaire to help us understand your financial goals and risk tolerance.
Based on your responses, you’ll be matched with one of our expertly designed portfolios:
- Moderate: For investors looking for balance and capital protection
- Growth: For those with higher risk tolerance, aiming for superior long-term returns
Each portfolio is optimised for its benchmark, seeking outperformance without exceeding its risk level — giving you the potential for higher returns without unnecessary exposure.
Dynamic Adjustments Based on Market Conditions
Unlike static investment products, Managed Portfolios adapt dynamically to market trends. Our investment team uses two key signals to guide allocations:
- Risk On / Risk Off: This signal adjusts the portfolio's exposure to stablecoins depending on whether the market is bullish or bearish.
- Booster On / Booster Off: This selectively increases or reduces altcoin exposure to either amplify growth or minimise risk.
These signals are monitored daily and executed based on a rigorous risk management framework — helping protect your capital in downturns and positioning you for gains in upswings.
Professional Management, No Headaches
Forget manual rebalancing and emotional decisions. Our team of crypto investment specialists will continuously monitor and manage the portfolios, adjusting the allocations and making informed decisions so you don’t have to.
The portfolios can be reallocated daily when market conditions demand it — a level of attention that few individual investors can match.
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.
If you're interested in investing, please check our article Managed Portfolios - Getting Started.