Swiss portfolio
manager for
digital assets
Investment management and specialist advisory for professional investors.
The Edelvault Series
Explore the ideas shaping Wealth Management 3.0
What we do
Solutions
and Advisory
Our expertise takes two forms: investment management and strategic advisory.
We believe native digital assets and the tokenisation of real-world assets are expanding the investment universe. Edelvault helps professional investors assess these opportunities and determine how to approach them.
Portfolio management
Investment
solutions
Edelvault offers active management of digital-asset-only portfolios through discretionary mandates. Clients retain custody of their assets while we actively manage the asset allocation across the digital asset class.
Our portfolios are built through fundamental analysis, disciplined risk management, and rigorous selection. We study the market in full to identify the themes, catalysts, and risks that matter, then allocate capital according to each client's investment profile. Each position is chosen on precise criteria such as liquidity, market capitalisation, team quality, and real-world use, among others.
Our expertise
Strategic
Advisory
We work alongside wealth managers and asset managers building their digital asset capabilities. We step in as investment advisors where specialist expertise is needed.
On the tokenization side, we advise asset owners on bringing real-world assets on-chain, from real estate to private credit, precious metals, and commodities.
We also support professional understanding of digital assets through training, roundtables and The Edelvault Series.
Our clients
Who we
work for
We partner with banks, family offices, hedge funds and asset managers to build and manage digital asset portfolios.
- Banks
- Family offices
- Hedge funds
- Asset managers
About us
Who we are
Based in Switzerland, Edelvault provides discretionary portfolio management of digital assets as well as advisory services.
We help professional investors approach digital assets with discipline, combining active portfolio management and specialist advisory.
Get in touch
Let’s connect.
Whether you would like to learn more about our approach, discuss potential opportunities, or simply exchange ideas, we would be delighted to hear from you.
You can book a call directly, or leave a message via the form.