Crossinvest Locarno SA

A new reality, with over 35 years of history

Crossinvest LocarnoSociety of asset management affiliated to the Swiss Association of Managers of Patrimoni, born in 2017 as a participant of the Crossinvest group with the aim to serve more closely the local and foreign customers present in Switzerland, in particular that of German language. Crossinvest Locarno SA has specific competences and services of excellence, also sharing and supporting for further performance to the extended organization and consolidated services of Crossinvest SA, which for over 35 years guarantees its customers the best quality standards in compliance with FINMA regulations. Crossinvest Locarno SA overlooks Piazza Grande, in the heart of Locarno, and has an organic of 9 professionals with a combined experience in the sector over 160 years.

A history of more than three decades since the foundation of Crossinvest SA, with the birth in 2017 of Crossinvest Locarno SA, the group continues to pursue its objectives such as continuity, heritage protection and sustainable growth. Crossinvest SA is a member of ASG, the Swiss Association of Asset Managers, and the Swiss Alliance of Asset Managers.

Crossinvest Locarno SA has marked an important strategic step to best serve local and foreign customers in Switzerland, particularly the German and Germanspeaking.

1985

The birth of Crossinvest SA. From this year our aim will be to combine tradition and experience to serve customers with the precision and attention typical of the “Made in Switzerland”.

2007

The turning year. The relationship with FINMA begins; the company is authorised to exercise the asset manager of collective capital investments (LICol/OICol).

2011

A partnership on Milan. Crossfid SpA, a static trustee who is able to assist customers on regulatory issues. . .