Crossinvest SA

In Lugano's financial centre, Crossinvest has been known and consolidated since 1985. In addition to the asset management service, the company offers a portfolio and investment strategies customization service and a wide range of investment funds covering different asset classes, geographic areas and risk profiles.

Always on the client’s side

Always on the customer's side

Knowing the relevance of our trade, we carry out the asset management activity in full autonomy. We are an independent company: we have the full freedom to act solely in your interest, choosing the strategies and products that we consider appropriate and pursuing exclusively the purpose of maximizing your financial objectives. Operationally, we apply a simple and transparent model, tested for thirty years of experience: through a asset management mandate in which the investment strategy, risk profile and any particular instructions are established, we give operational orders directly to the depositary banks and ensure that they are executed efficiently and timely

Study, research and daily analysis give substance and perspective to our portfolios. We interpret the dynamics of financial markets in the light of the macroeconomic context

We take care of your portfolio with a personalized approach, choosing and investing your assets according to your established risk profile

The context evolves and all investment strategies, even the best, must be adapted. Daily, management and risk management teams evaluate and adapt your portfolio

We show the trend of management in the mode that is most congenial to you. We have been able to verify in time that this interaction affects the relationship and makes it stronger

We complete the offer with the advice of external professionals specialized in law.. .