Customized Cryptocurrency Asset Solutions: Gate Private Wealth Management and Quantitative Fund Collaboration Case

Bitcoin (BTC) price has changed by -0.16% over the past 24 hours, and Ethereum (ETH) has fluctuated by -0.8%. Even in an environment of overall market volatility, Gate’s private wealth management clients can achieve differentiated and stable performance through carefully constructed “quantitative fund portfolios.” Among the most watched is the “Hedging Smart Investment-USDT” strategy, which has achieved an actual return of 15.07% over the past year. This exemplifies how Gate leverages internal ecosystem collaboration to create customized crypto asset solutions for high-net-worth clients.

Service Evolution: From General Products to Wealth Management

The cryptocurrency market is undergoing a profound transformation from retail dominance to deep institutional participation. Continuous net inflows into Bitcoin ETFs and upgrades to Ethereum’s ecosystem roadmap have injected long-term institutional confidence into the market.

There is an unprecedented demand for specialized, compliant asset management services. Traditional financial giants are accelerating their布局 into private markets and alternative assets to meet investors’ needs for diversified allocations. Against this backdrop, Gate’s private wealth management services have emerged. These services go far beyond providing advanced trading channels; their core is to build a deeply customized asset allocation framework.

Through strategic partnerships with traditional financial giants like T. Rowe Price, Gate combines its keen insights into the crypto market with traditional financial asset allocation models. This enables Gate’s private wealth management to offer clients comprehensive solutions that encompass public and private markets, connecting traditional assets with digital assets.

Ecosystem Collaboration: How Quantitative Funds Empower Wealth Management

The unique advantage of Gate’s private wealth management lies in its strong ecosystem synergy with the internally developed Gate Intelligent Quantitative Funds. This synergy is not merely an additive process but involves building an integrated “advisor + tools” service system.

Quantitative funds utilize AI and multi-factor models to transform investment processes into quantifiable and verifiable strategies, effectively removing human emotional interference from investment decisions. For wealth management clients, these strategies—rigorously backtested and monitored in real-time—serve as high-quality raw materials for constructing personalized investment portfolios.

Multi-strategy Toolbox: The Gate Quantitative Funds themselves are a strategy supermarket. As of November 2025, they offer a variety of strategies ranging from low-risk arbitrage to market-neutral allocations. For example, the “Arbitrage Pioneer-USDT” strategy aims for stable arbitrage returns, while the “Hedging Smart Investment-USDT” strategy seeks opportunities through cross-market hedging during market fluctuations. Wealth advisors can configure these strategies like building blocks based on clients’ risk preferences and return objectives.

Transparent Risk Control: All strategies employ a Merkel tree mechanism to ensure transparency and verifiability of asset reserves. Meanwhile, AI systems monitor net value fluctuations and position ratios in real-time, keeping maximum drawdowns within preset ranges. This institutional-level transparency and risk management are especially valued by high-net-worth clients.

Solutions: Customized Crypto Wealth Growth Paths

Gate’s private wealth management does not offer one-size-fits-all solutions but works with clients to design and execute a personalized crypto asset growth path. This process typically involves several key stages.

First is in-depth needs assessment. The advisory team comprehensively understands the client’s financial situation, risk tolerance, liquidity needs, and familiarity with the crypto market. Based on this, an initial asset allocation blueprint is developed.

Next is strategy portfolio construction. This is where quantitative funds play a core role. Advisors select and combine strategies from Gate’s multi-strategy library that match the client’s profile. For example, clients seeking asset preservation and steady growth might focus on the “Arbitrage Pioneer” strategy, supplemented by some “Market Neutral” strategies. Clients willing to accept higher volatility for excess returns might increase the weight of “Trend Following” strategies.

Finally, ongoing management and dynamic adjustment are provided. As markets change and client needs evolve, Gate’s private wealth management offers continuous performance attribution analysis and strategy reviews. When significant market shifts occur or a particular factor underperforms, advisors promptly recommend adjustments rather than sticking rigidly to the original plan.

Market Practice: When Wealth Management Meets Quantitative Technology

In recent market practice, Gate’s private wealth management has demonstrated its ability to navigate complex environments through ecosystem synergy with its quantitative funds. When Bitcoin consolidates near $92,000 in January 2026 and market direction is uncertain, investors relying on single-direction trades may become anxious. However, Gate’s wealth management clients, whose portfolios include market-neutral strategies like “Hedging Smart Investment,” can leverage mechanisms such as cross-market arbitrage to strip out overall market movements and continuously identify micro-pricing errors for profit.

Similarly, with Ethereum’s ecosystem regaining attention following Vitalik Buterin’s 2026 roadmap, yet still fluctuating around $3,200, Gate’s advisors can design a composite strategy combining “Spot + Options Hedging + Quantitative Arbitrage” for clients optimistic about Ethereum’s long-term prospects but unwilling to bear short-term high volatility. The quantitative arbitrage component can directly invoke modules within Gate’s quant funds focused on capturing DeFi protocol price differences within the Ethereum ecosystem.

Future Outlook: Trends in Crypto Wealth Management

Crypto wealth management is still in its early stages, with future trends emphasizing personalization, intelligence, and ecosystem integration. Gate’s practices have already pointed toward some directions. Strategy personalization will reach new heights. With AI technology development, future wealth management solutions may be generated with the help of client-specific AI investment assistants. These assistants can analyze macroeconomic data, on-chain fund flows, and social media sentiment in real-time, dynamically adjusting the optimal portfolio from Gate’s extensive quant strategy library.

Service boundaries will continue to expand. Gate’s collaboration with T. Rowe Price indicates that future crypto wealth management will not be limited to digital currencies alone. It will serve as a bridge connecting traditional stocks, bonds, private equity, and native digital assets. Gate’s private wealth management may launch integrated “Hybrid Target Date Strategies” combining traditional ETFs and crypto index funds to meet clients’ next-generation retirement investment needs.

Ecosystem synergy will become even tighter. Beyond quant funds, other sectors within the Gate ecosystem—such as institutional custody, compliant derivatives, and project incubation—will deepen data collaboration and value feedback with wealth management services, forming a self-reinforcing cycle of crypto financial services.

When a client views their asset dashboard via Gate’s private wealth management platform, they see not only the holdings’ market values of Bitcoin and Ethereum but also a clear map: marked with the current status of various quantitative strategies operating under the market conditions, and how they work together like precise gears. Regardless of market shifts, this map guides their wealth voyage, steering toward the predefined destination amid the waves of the crypto world.