A CoinShares survey found that many EU-based wealth management companies had policies that either restricted investments in digital assets or offered no guidance on the issue. According to Cointelegraph, the survey indicates that internal policy frameworks at a significant number of firms can limit whether and how wealth managers engage with digital assets on behalf of clients. The findings point to a landscape in which access to digital asset exposure may depend heavily on firm-level rules rather than consistent, clearly defined guidance across the sector.
The survey’s results suggest that, within the EU wealth management industry, digital asset investing is frequently constrained by compliance or policy restrictions, while other firms have yet to establish formal direction for advisers and portfolio managers. CoinShares’ findings highlight that the absence of guidance can be as consequential as explicit restrictions, potentially leaving professionals uncertain about permissible products, risk controls, or client suitability considerations. The report underscores that policy limitations and unclear internal standards remain common features among EU-based wealth management companies when it comes to digital assets.
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