How to Participate in Gate Private Wealth Management? Complete Guide Revealing Eligibility Requirements and Application Process

Today, as digital assets become a mainstream global asset class, Gate officially launched its Private Wealth Management service (Gate Private Wealth Management) at the end of September 2025, designed specifically for ultra-high-net-worth clients and institutional investors.

This service marks Gate’s strategic upgrade from a digital asset trading platform to a global digital asset wealth management institution, integrating traditional private banking models into the crypto space.

01 Who Is Eligible to Participate in Gate Private Wealth Management?

Gate Private Wealth Management has a strict client admission mechanism and primarily targets four client groups.

• High-Net-Worth Individual Investors: Seeking secure and stable investment allocations with innovative opportunities, typically with extensive investment experience and higher demands for asset safety and long-term growth potential.
• Institutional Investors: Requiring large-scale diversified allocations and cross-border asset layouts, including investment funds, asset management companies, and other professional institutions.
• Family Offices: Focused on wealth transfer and long-term stable returns, managing wealth for ultra-high-net-worth families, emphasizing intergenerational transfer, tax optimization, and structured solutions.
• Emerging Entrepreneurs and Web3 Elites: Including successful blockchain entrepreneurs, project founders, and crypto-native investors aiming for long-term planning of digital asset wealth.

In traditional finance, the general standard for high-net-worth individuals is having over $1 million in investable assets, while in the Chinese market, the localized standard often considers those with over 10 million RMB in investable assets as high-net-worth.

02 Unveiling the Core Value of Gate Private Wealth Management

Personalized Asset Allocation

Gate provides multi-dimensional asset portfolios based on clients’ risk preferences, investment cycles, and return goals, including Bitcoin, Ether, Stablecoins, DeFi projects, NFTs, and Web3 funds.

Common allocation strategies include:

• Long-term value holding: with BTC and ETH as core assets
• Yield optimization products: such as Gate Earn, ETH Stake, and other interest-generating tools
• Innovative asset deployment: capturing opportunities in DeFi, AI, GameFi, RWA, and other emerging sectors
• Risk hedging mechanisms: reducing overall portfolio risk through various financial instruments

Dedicated Advisory Team and Robust Risk Control

Each client is assigned a dedicated wealth management advisor composed of experienced investment experts and blockchain research teams, providing one-on-one in-depth support.

This team regularly offers market insights, investment strategies, risk reminders, as well as asset diagnostics and optimization suggestions.

Regarding security, Gate employs multiple risk control models and on-chain data monitoring, with security architecture including:

• Multisignature and MPC technology: enhancing transaction security through multi-party computation
• Institutional-grade cold wallet custody: storing most assets offline to prevent hacking
• On-chain verifiable transparency mechanisms: recording all transactions and asset changes on the blockchain for traceability and transparency
• Insurance coverage system: collaborating with multiple international insurance providers to offer additional protection for client assets

03 Step-by-Step Guide: The Complete Process to Participate in Gate Private Wealth Management

Currently, Gate Private Wealth Management services are open for high-net-worth clients to apply. Interested qualified investors can follow these steps:

1. Visit the dedicated page

Access detailed information through the Gate Private Wealth Management dedicated page. This is the first step to understanding service details and latest updates.

2. Submit an application

Provide necessary personal information and investment requirements. Since the service has strict admission criteria, detailed financial and investment background information should be prepared.

3. Qualification review

Potential clients must undergo a qualification review to access this exclusive service. The review assesses the investor’s asset size, investment experience, and risk preferences to ensure eligibility.

4. Match with a dedicated advisor

After passing the review, the platform will assign a dedicated wealth management team, including client managers, investment advisors, wealth planning consultants, and daily service staff, offering private banking-level service.

5. Develop an investment plan

Engage in in-depth discussions with your advisor to formulate an asset allocation plan aligned with your risk preferences and investment goals. During this phase, the team will fully understand your financial objectives, investment preferences, and risk tolerance to tailor a personalized wealth management solution.

For newcomers just starting with such services, it is recommended to clarify your investment goals, risk tolerance, and liquidity needs first, to facilitate better communication with your advisor and develop the most suitable wealth management plan.

04 Unique Advantages of Gate Private Wealth Management

Global Liquidity Support

Leveraging Gate’s global network, client assets enjoy higher liquidity, making investment and exit processes more flexible. This advantage allows large sums of capital to be efficiently allocated and adjusted, avoiding the liquidity issues common in traditional private wealth management products.

Comprehensive Ecosystem Empowerment

Gate Private Wealth Management not only manages traditional digital assets but also integrates with Gate’s entire ecosystem, including Gate Layer2, Launchpad, Launchpool, Perp DEX, and other ecosystem products, enabling clients to enjoy diversified returns.

Customized Value-Added Services

Beyond core investment management, Gate offers high-end services such as tax consulting, family trusts, and cross-border asset allocation.

VIP clients can also receive exclusive event invitations, seats at global asset forums, and cross-border investment consulting.

05 Future Outlook: The Evolution of Digital Wealth Management

Gate Private Wealth Management will continue to expand in the future, focusing on:

• AI Smart Investment Advisory: Using big data and AI algorithms to provide more refined asset allocation advice
• Cross-Chain Asset Management: Supporting assets on mainstream blockchains like Solana, BNB Chain, Polygon, and others
• Family Trust and Digital Identity Integration: Combining DID (Decentralized Identification) technology to offer more flexible wealth transfer solutions
• Integration with Traditional Financial Markets: Exploring combinations of digital assets with traditional financial products, such as tokenized stablecoins, digital bonds, and tokenized stocks

Looking ahead, Gate plans to further incorporate AI and on-chain data analysis technologies into its wealth management system, launching intelligent asset allocation engines that analyze market fluctuations and on-chain indicators in real time to optimize client portfolios.

Future Outlook

For eligible investors, participating in Gate Private Wealth Management is itself an opportunity to reassess and plan their digital asset investment strategies.

From submitting an application to communicating with your dedicated team and developing a personalized asset allocation plan, this process ensures every client receives wealth management services that truly meet their needs.