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 Trust Company, Inc., BitGo, Inc., and BitGo Prime LLC are separately operated, wholly-owned subsidiaries of BitGo Holdings, Inc., a Delaware corporation headquartered in Palo Alto, CA. BitGo does not offer legal, tax, or investment advisory services. The statements contained herein are only intended for marketing and informational purposes and should not be interpreted as legal, tax, or investment advice. Please consult your legal,tax,investment, or other professional advisor for questions about your specific circumstances. Digital asset holdings involve a high degree of risk, and digital asset values may fluctuate on any given day. Accordingly, your digital asset holdings may be subject to large swings in value and may even become worthless. The information provided herein is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law, statute, or regulation. BitGo is not directing this information to any person in any jurisdiction where the publication or availability of the information is prohibited, by reason of that person’s citizenship, residence, or otherwise. The information contained in our press releases, blogs, and presentations should be considered accurate only as of the date of the press release, blog, or presentation. We disclaim any obligation to supplement or update the information in these press releases, blogs, or presentations, except as may be required by law. Product availability and client eligibility will vary by jurisdiction. Services listed may be provided by one of BitGo's affiliated entities.