CoinShares Survey Says Crypto Holdings Remain Out of View for Many Wealth Advisers

A CoinShares survey found that half of UK wealth advisers say their clients' crypto holdings are “invisible” to them, highlighting a gap between client activity in digital assets and the visibility advisers have over those positions.

The finding matters because wealth advisers typically rely on a clear view of client assets to assess risk, allocation and broader financial planning. When crypto holdings sit outside that view, advisers may have less context for understanding a client’s overall exposure to digital assets.

The survey also found that many EU-based wealth management companies either had policies restricting investments in digital assets or offered no guidance on the matter. That suggests crypto remains a difficult area for parts of the wealth management industry, even as clients may already be participating independently.

For the crypto ecosystem, the survey points to a continued divide between client demand or ownership and the formal frameworks used by advisory firms. Without clearer policies, crypto exposure may remain fragmented across personal accounts and platforms rather than being integrated into standard wealth management discussions.

The CoinShares findings do not indicate whether advisers should recommend crypto, but they do show that digital assets are still not fully visible within parts of the traditional advisory relationship.