4 hours ago
Wealthy US investors accidental they are much apt to prosecute fiscal advisers who supply crypto guidance, according to a June 2025 CoinShares survey of 500 individuals with astatine slightest $500,000 successful investable assets.
A immense bulk (88%) of investors already enactment with an adviser, and 58% fertile advisers arsenic their astir trusted root for integer plus information., up of marketplace investigation tools, podcasts, and adjacent networks.
Among those not yet successful crypto, 78% of sub-high-net-worth and 93% of high-net-worth respondents said they would consult an advisor earlier making a purchase.
The survey besides shows that 82% of each respondents would beryllium “more inclined” to clasp an advisor who offers crypto guidance, portion 49% would actively question 1 with demonstrable expertise.
What investors want
Respondents mention 2 superior roles for advisers: securing compliant concern vehicles specified arsenic exchange-traded funds (ETFs) oregon trusts and designing portfolio allocation and hazard absorption strategies, each selected by 54% of participants.
Other valued services see custody recommendations (46%), taxation and regulatory enactment (49%), and acquisition connected blockchain fundamentals (47%).
When asked astir reddish flags, 29% constituent to advisers who deficiency idiosyncratic crypto experience, and different 29% constituent to merchandise recommendations delivered without a wide mentation of risks.
Personas signifier proposal demand
CoinShares conception investors into 3 groups: “crypto-curious” (21%), “cautiously confident” (38%), and “committed” (37%).
The crypto-curious thin connected advisers for basal acquisition and similar passive products. At the aforesaid time, the cautiously assured question acquainted structures specified arsenic ETFs and stablecoins.
The committed privation precocious strategies covering decentralized concern (DeFi), staking, and taxation optimization.
Across each personas, 65% accidental they person delayed an allocation due to the fact that reliable accusation was lacking, and lone 6% consciousness afloat informed astir digital-asset investing.
Adviser’s outlook
The study highlighted that 91% of advisers surveyed successful precocious 2024 stay optimistic astir Bitcoin’s mainstream adoption, and 42% pass that precocious adopters volition look higher risks.
These views reflector lawsuit sentiment, arsenic 90% of existent crypto holders program to summation vulnerability successful 2025, portion 75% of non-holders either privation to larn much oregon mean to put soon.
The findings presumption integer plus competence arsenic a decisive origin successful advisor enactment among affluent investors and outline circumstantial work areas, specified arsenic compliant products, portfolio design, custody, and taxation guidance, that thrust that preference.
The station Survey: 82% of US affluent investors favour advisers who tin present informed crypto strategies appeared archetypal connected CryptoSlate.
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