Managed Portfolio
Achieve your financial goals with crypto portfolios aligned with your risk profile and goals
Discover SwissBorg’s expertly managed crypto investment strategies. Your portfolio is dynamically reallocated based on market conditions, ensuring optimal exposure guided by seasoned professionals.
What makes Managed Portfolios unique?
Dynamic Allocation
Your crypto portfolio is continuously optimised to adapt to evolving market conditions, maximising potential returns in favorable markets while protecting your capital during turbulent times.
Expert Oversight
SwissBorg’s investment team actively monitors and analyses the market. Every decision is guided by expert insights and analysis to keep your portfolio aligned.
Why choose Managed Portfolios?
Hassle-Free Crypto Investing
SwissBorg takes care of everything, from market analysis to portfolio adjustments, so you can focus on your financial goals.
Protection in Downturns
In bearish markets, portfolios shift to defensive strategies to reduce potential losses, focusing on capital preservation to help safeguard your wealth.
Transparent Tracking
Access clear, regular updates on your portfolio’s performance and allocations, ensuring you stay informed every step of the way.
What are the different Investor Profiles?
SwissBorg offers three distinct investor profiles: Conservative, Moderate and Growth.
Your investor profile will be determined through a quick Investor Profile Assessment when you first access the Managed Portfolio marketplace in the SwissBorg app.
If your profile is Conservative or Moderate, we recommend avoiding Managed Portfolios, as they may not align with your lower risk tolerance.
What are the Managed Portfolios offered in the app?
SwissBorg currently provides one Managed Portfolio, designed specifically for Growth-oriented investors seeking long-term returns with a higher risk tolerance.
Designed for investors seeking higher returns through increased exposure while carefully managing volatility.
Frequently asked questions
Managed Portfolios are dynamically adjusted crypto portfolios tailored to your risk profile and market trends. They provide a one-click solution for investing in cryptocurrencies with professional oversight.
Portfolios are adjusted based on Risk On/Off and Booster signals, balancing growth and protection with a strategic mix of crypto assets like BTC, ETH, stablecoins, and altcoins.
Reallocations occur dynamically and are reviewed daily by SwissBorg’s investment team to reflect crypto market conditions, protecting your investments while optimising returns.
All fee details are transparently outlined in the SwissBorg app in the Fee section (Profile tab).
The minimum investment is approximately EUR 10,000 (or equivalent). Please note that this is still in the experimental stage, and the minimum investment amount is determined by technical constraints. It may be lower in the future.
Simply complete the Investor Profile Assessment in the SwissBorg app, select your recommended portfolio, and begin your journey.
Managed portfolios provide professional oversight, dynamic allocation tailored to your risk profile. They offer hassle-free investing, protection during downturns, and regular rebalancing to optimise growth and minimise risks.
Managed portfolios are tailored to individual risk profiles and dynamically rebalanced, while mutual funds follow a fixed strategy for all investors. Managed portfolios provide direct ownership of assets, unlike mutual funds, where investors own fund units.
SMAs are fully customised for individual investors, while managed portfolios follow standard strategies tailored to predefined risk profiles. SMAs often require higher minimum investments and more personalised management.
A portfolio manager focuses on managing investment portfolios, handling allocation and rebalancing to achieve financial goals. An asset manager oversees a broader range of assets, including portfolios, real estate, and other tangible or intangible holdings.
