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Private clients

Crypto for private clients, handled with discretion.

For individuals holding significant positions. A dedicated senior broker handles execution and custody, with OTC for large trades and real discretion, the way private banking works, applied to crypto.

Senior broker, 1:1OTC for large tradesFireblocks custody

1:1

Senior broker assigned to you
OTC
Private execution for large trades

24/7

Reachable, every time zone
Fireblocks
Institutional-grade custody
The threshold

At a certain size, an app
stops being enough.

When the position is large, the things that didn't matter at retail scale suddenly do. A public order book moves when you trade. A support chatbot doesn't know who you are. And putting significant capital through a self-serve platform means you carry the custody risk, the execution risk and the discretion risk yourself.

A retail app
  • Your size moves the public order book against you
  • A chatbot that doesn't know your situation
  • Custody, keys and record-keeping left to you
  • Your activity visible on a shared platform
A private desk
  • Large trades routed through OTC, off the public book
  • A senior broker who knows you and your holdings
  • Assets in Fireblocks institutional custody
  • Settled privately, away from the public order book
The relationship

A relationship that
scales with you.

Significant holdings deserve more than a dashboard. They deserve someone who picks up the phone, knows your situation without you re-explaining it, and treats your business with discretion.

Your broker executes on your behalf, routes size through OTC, and keeps your assets in institutional custody. With private clients, the relationship is the product.

Discretion by default

Your activity stays private; large trades are settled privately rather than on a public order book.

A senior broker

An experienced point of contact who knows your portfolio and goals.

Custody at scale

Significant holdings secured via Fireblocks institutional custody.

Who this is for

Built for people whose holdings have outgrown a retail app.

Whatever brought you to significant crypto exposure, it's handled with discretion.

HNW individuals

Those holding significant wealth who want crypto handled with genuine care.

Business owners & founders

Entrepreneurs allocating personal capital into digital assets.

Experienced investors

Investors holding large positions who want execution and custody handled.

Discretion-focused clients

People who'd rather not transact in the open on a public platform.

White-glove seekers

Clients who expect a relationship, not a help desk.

Why UpTrade

Why private clients choose UpTrade.

A dedicated senior broker

An experienced point of contact who knows you and your holdings.

Institutional custody

Significant positions secured via Fireblocks, held separately.

OTC for large trades

Size executed privately, away from the public order book.

Discretion and relationship

A genuine, ongoing relationship, handled with privacy, not a ticket queue.

Reviews

What our clients say.

FAQ

Common questions from private clients.

What makes this different from a standard account?
A standard account is self-serve: you place orders on a public book and manage custody yourself. As a private client you're assigned a senior broker who executes for you, routes larger trades through OTC so they don't move the market, and holds your assets in Fireblocks institutional custody.
How are large trades kept discreet?+
Size is filled over-the-counter, away from the public order book, so the trade is settled privately rather than sweeping visible liquidity. Your broker agrees pricing with you directly before anything executes.
Who looks after my holdings?+
 A dedicated senior broker is your single point of contact and knows your portfolio and goals. Assets are secured through Fireblocks institutional custody, held separately.
Is my activity private?+
Discretion is the default. Your relationship and trades are handled privately between you and your broker, rather than transacted in the open on a shared platform.
Is UpTrade regulated?+
 UpTrade is a registered Digital Currency Exchange provider with AUSTRAC. This page is general information only and does not constitute personal financial advice.
How is a broker different from an exchange?+
 An exchange is a venue you operate yourself. A broker acts on your behalf: sourcing liquidity, executing at agreed pricing, handling custody and giving you one accountable person to deal with, the model private banking has used for decades.
Not quite the right fit?

Investing through a structure?

If you're holding through a company or a trust, there's a page for that.

Ready when you are

Speak with a senior broker.

Book a private consultation to talk through custody, execution and discretion with a dedicated senior broker. No obligation, no commitment.

Discretion by default. Your activity stays private.