Wealth Management since 1985

About Crossinvest

tradition without Convention. innovation without Borders.

We are a multi-generational, family-owned group that exemplifies the finest Swiss Private banking traditions. We are an independent asset management and private wealth management company offering bespoke and exclusive discretionary management, financial advisory and family office services to sophisticated individuals, entrepreneurial families, and institutions.

As a multi-generational family-owned business, we are keenly aware of the magnitude and influence of wealth management decisions across generations. Our value proposition and the working model enables us to work completely independently with, and for, our family of investor clients.

Our team of investment professionals, with an average time within the financial services’ industry of over 17 years,  all possess a deep understanding of the inherent nuances of the private wealth management industry.  We are dedicated to meeting every client’s unique needs in order to build a precious and long-lasting relationship. We aim for excellence so that all our clients are afforded the highest level of trust, service and commitment.

We are one of the founder members of the Singapore Association of Independent Asset Managers (AIAM) and have had a presence in Asia since 2005, with a heritage and pedigree that dates back to 1985 in Switzerland.

At Crossinvest, enjoy the Swiss tradition of private banking with our South East Asian hospitality.

Our heritage, your future

Following convention guarantees only failure.

We are one of the founding members of the Singapore Association of Independent Asset Managers (AIAM).

Crossinvest was established in Asia in 2005, with its heritage dating back to 1985 in Switzerland. Having pioneered the model, we have been successfully delivering a discretionary and advisory led proposition based in Asia, to clients globally, over the past ten years.

With our three decades of world-leading presence and experience, today we are one of the leaders in Asia in the independent asset management space.

Our vision

‘It’s just the way we have always done things,’ is not our way.

The foundation, inspiration, and principle of Crossinvest is to build a long-term partnership with our family of clients across generations.

Our vision is to be one of the leading independent asset managers in the Asia Pacific.

We will achieve this vision through:

  • establishing long-term relationships with our family of clients across generations based on trust, knowledge and thought leadership;
  • our independence in the truest sense of the word and our ability to remove all real and perceived conflicts, and;
  • our unwavering commitment to providing our family of clients access to the best of breed investment solutions and services, at all times.

We believe in long-term value creation. We work with our client partners and their families and always look to exceed both the high standards of our company, as well as our client’s expectations.

At Crossinvest, we do not follow. We lead.

Choose Crossinvest

We understand that every client is unique, and every need, different –  we tailor every portfolio in line with our clients’ needs;

  • We build long-term client relationships across generations;
  • We have a multi-generational presence and a global reach;
  • We are fiercely independent;
  • We are uncompromisingly transparent;
  • We do not compromise on our quality nor performance
  • We are constantly on the lookout for the best people, systems, investment solutions and clients.
cross-invest
CEO

John Smith

CEO
Account Director

Peter Johnson

Account Director
VP

Susan Tia

VP
Manager

Jennifer Sams

Manager
CEO

John Smith

CEO
VP

Susan Tia

VP
Manager

Jennifer Sams

Manager