Accompanying the growth of savings requires passion and expertise. But that’s not all. What you entrust to us is an important part of your life, full of emotion, linked to the past and projected far into the future, affecting future generations. We are aware of this, which is why we are naturally inclined to carry out our work with the professionalism, passion and commitment of those who respect its importance.
Private wealth management
We know that entrusting assets to management means entrusting something important, which has roots in the past but is closely linked to the future and to future generations. This is why we draw on the technical and analytical skills of the best professionals: daily study, research and analysis enable us to decipher the markets and invest with knowledge and perspective. We also offer a personalised service for portfolios and strategies that guarantees tailor-made management with the sole objective of achieving tangible results.
Study, research and daily analysis give substance and perspective to our portfolios. We interpret the dynamics of the financial markets in the light of the macroeconomic context.
We take a personalised approach to your portfolio, choosing and investing assets according to your established risk profile.
The environment evolves and all investment strategies, even the best ones, need to be adapted. On a daily basis, our management and risk management teams evaluate and adapt your portfolio.
We complement our offer with advice from external professionals specialised in tax, commercial, corporate, administrative and inheritance law.
Alongside private asset management, we offer qualified investors a wide range of investment funds covering different asset classes, geographic areas and risk profiles. Our strategies pursue attractive long-term return objectives and have shown stable results over the years at different stages of the economic cycle.
Risk analysis and Risk management
The risk management team continuously identifies, assesses, monitors and manages portfolio risks in order to meet your needs.
Risk management is at the core of all Crossinvest’s activities. It begins with an in-depth understanding of clients’ needs and risk appetite and then develops through all stages of the investment process. Our goal is to build robust portfolios that reflect our clients’ desires while avoiding losses that could compromise steady capital growth. We use the necessary quantitative methods while constantly applying a pragmatic approach, aware that models are no substitute for our judgement and responsibility towards the client.
Supported by in-house and external professionals, and thanks to partnerships built up over decades, Crossinvest SA offers advice on taxation, law and capital goods.