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More than thirty-five years of history at the service of the future

Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland. In recent decades, Crossinvest SA has succeeded in satisfying its clientele, has seen its assets under management evolve and its number of employees increase. The development of new business units, companies and services reflects its innovative spirit, supported by experience.
With the solidity of our tradition, we want to support you and accompany you towards your objectives, seeking together the best path and respecting your choices.

A history of achievement
Over the years, we have taken advantage of opportunities, established our name in the market and achieved important goals. More than three decades after our foundation, we know that continuity, asset protection and sustainable growth are our pillars.

Crossinvest SA is a member of the SAAM, the Swiss Association of Asset Managers, and the ASWM, the Alliance of Swiss Wealth Managers. Since 2007, we have been subject to FINMA, which supervises our activities together with one of the largest auditing companies.

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    1985

    Birth of Crossinvest SA. From this year on, our aim has been to combine tradition and experience to serve our customers with the precision and attention typical of "Made in Switzerland".
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    2007

    The turning point. The relationship with FINMA begins; the company is authorised to operate as an asset manager of collective investment schemes.
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    2011

    A partnership in Milan. Our subsidiary Crossfid SpA is born, a static trustee also able to assist clients on international regulatory issues.
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    2012

    A way to invest more effectively: the Luxembourg-based Crossfund Sicav platform is created.
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    2013

    A real commitment. The management of Crossinvest SA joins the company's shareholders.
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    2014

    The consolidation of the risk management unit. Given the specific know-how developed over the years, we offer third-party companies the opportunity to use our services and advice.
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    2015

    A new service. Founding of Cube8 SA, a strategic advisory firm for extraordinary finance and M&A transactions.

  • 2017

    Birth of Crossinvest Locarno SA. An important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients.
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    2018

    Next Family Wealth, a family office service offering support to control family wealth.

  • 2020

    Creation of Crossinvest Zürich AG. A strong desire to open up to the Swiss financial capital. A new meeting opportunity for an international clientele.

Values

Essential elements
Independence, reliability, competence and attention to relationships are values rooted in time, guiding both our everyday actions and strategic decisions.

Independence
Transparency and Freedom

Reliability
Facts and History

Relationships
Continuity and Discretion

Competence
Passion and Discipline