MiCA Defined Terms

Portfolio Management of Crypto-Assets

Managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis.

Definition

Per MiCA Article 3(1)(25), portfolio management is managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis where such portfolios include one or more crypto-assets. The MiCA service overlaps significantly with MiFID II portfolio management for securities.

Regulatory citation

MiCA Article 3(1)(25) ↗