The 2022 crypto crisis revealed deep structural flaws but also paved the way for a regulated and transparent digital asset ecosystem for institutions. At the heart of this shift is the adoption of more advanced, secure infrastructure such as Crypto Separately Managed Accounts (SMAs), which enable portfolio managers to trade and rebalance digital assets while clients retain direct ownership of the assets.

To explore this approach, BitGo and Lionsoul Global have released a new report: “The Case for Crypto SMAs: Where Custom Brokerage Meets Institutional Wealth Management.”

Read the Full Report 

Access the complete joint research report by BitGo and Lionsoul Global for insights into digital asset wealth management. You can download the full report here.

Key Takeaways 

  • Institutional momentum is accelerating. Regulatory clarity (SEC Safeguarding Rule, EU MiCAR) is driving adoption, with 83% of institutional investors planning to increase digital asset exposure in 2025.

  • Crypto SMAs are rising. By combining traditional wealth management with blockchain transparency, these accounts give investors direct ownership under qualified custody while enabling professional management, asset security, and flexible exposure beyond ETFs and mutual funds.

  • The next phase of growth. Digital asset adoption will emphasize verifiable prices, ownership, and compliance, with Crypto SMAs helping to make digital assets a reliable, institutionally trusted component of diversified portfolios. 

Lionsoul Global’s SMA Platform: Built on BitGo’s Infrastructure

Lionsoul Global’s investment platform supports Crypto SMAs with a variety of strategies, combining institutional-grade custody with tailored portfolio management. SMAs provide optionality to investors to choose from different strategies and risk profiles - backed by BitGo’s regulated custody with segregated, insured, and independently audited accounts. 

Through BitGo’s Crypto-as-a-Service (CaaS) API integrations, all trades are executed within BitGo’s multi-signature infrastructure, providing transparency, operational efficiency, and verifiable ownership for clients, while Lionsoul delivers the strategic, risk-managed execution. 

About Lionsoul Global 

Founded in 2022, Lionsoul Global, Inc. operates Lionsoul Global Advisors LLC, a Texas state registered investment adviser and Lionsoul Global Advisors Ltd., an “Approved Manager” under the British Virgin Islands Financial Services Commission. Lionsoul offers a secure, institutional-grade platform for a broad range of digital asset strategies. Learn more at https://lionsoul.com/.

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About BitGo

BitGo is the digital asset infrastructure company, delivering custody, wallets, staking, trading, financing, and settlement services from regulated cold storage. Since our founding in 2013, we have been focused on accelerating the transition of the financial system to a digital asset economy. With a global presence and multiple regulated entities, BitGo serves thousands of institutions, including many of the industry's top brands, exchanges, and platforms, and millions of retail investors worldwide. For more information, visit www.bitgo.com.

©2025 BitGo, Inc. (collectively with its parent, affiliates, and subsidiaries, “BitGo”). All rights reserved. BitGo Bank & Trust, National Association (“BitGo Bank & Trust”) is a national trust bank chartered and regulated by the Office of the Comptroller of the Currency (OCC). BitGo Bank & Trust is a wholly-owned subsidiary of BitGo Holdings, Inc., a Delaware corporation headquartered in Palo Alto, California. Other BitGo entities include BitGo, Inc. and BitGo Prime LLC, each of which is a separately operated affiliate of BitGo Bank & Trust.

BitGo does not offer legal, tax, accounting, or investment advisory services. The information contained herein is for informational and marketing purposes only and should not be construed as legal, tax, or investment advice. You should consult with your own legal, tax, and investment advisor for questions about your specific circumstances.

Digital assets are subject to a high degree of risk, including the possible loss of the entire principal amount invested. Past performance and illustrative examples do not guarantee future results. The value of digital assets can fluctuate significantly and may become worthless. No BitGo communication is intended to imply that any digital asset services are low-risk or risk-free. BitGo is not a registered broker-dealer and is not a member of the Securities Investor Protection Corporation (“SIPC”) or the Financial Industry Regulatory Authority (“FINRA”). Digital assets held in custody are not guaranteed by BitGo and are not subject to the insurance protections of the Federal Deposit Insurance Corporation (“FDIC”) or SIPC. Custody and other digital asset services are subject to eligibility, jurisdictional, and regulatory restrictions. Availability of specific products and services may vary by location and entity.

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