The report highlights the evolving priorities, product preferences, and expectations of family offices, institutional investors, and ultra-high-net-worth individuals as digital assets become an established part of diversified portfolios.

The report, informed by a global survey of 300+ UHNWIs and 200+ Financial Advisers across the US, Europe, Middle East, and Asia-Pacific, provides data-driven insights into how institutional investors are shaping the future of digital asset investing.

Key themes explored include:

Security & Platform Usability: Institutional investors demand institutional-grade security, segregated custody, and intuitive platforms

Professional Guidance: Growing appetite for professionally managed products and bespoke advisory services to navigate the complexity of digital assets

Institutional-Grade Features: Real-time reporting, risk management tools, and seamless integration with traditional financial systems are essential

Regulatory Clarity: Transparent, jurisdictionally compliant platforms are pivotal to institutional participation

Portfolio Diversification: Digital assets are increasingly viewed as critical for diversification, inflation hedging, and exposure to disruptive technologies

Access the full report:

Lionsoul Global Report: Five Key Themes in Institutional Digital Asset Investment for 2025