The Crossinvest Model
We are an independent wealth management company offering bespoke and exclusive discretionary management, financial advisory and family office services to sophisticated individuals, entrepreneurial families and institutions.
We have been empowering clients to achieve their wealth preservation, growth and investment and life-style objectives in Switzerland since 1985, and in Asia since 2005.
As an award winning family-owned business, we are keenly aware of the importance of considering the generational impact of investment & wealth management decisions. Our value proposition and the working model enables us to work completely independently with, and for, our family of investor clients.
The Crossinvest model protects the consistency, transparency and confidentiality of the relationship between our family of clients and Crossinvest – we have an unwavering commitment to ensure a complete alignment of all parties’ interests, at all times, without compromise.
This is achieved through our independence in the truest sense of the word and our dedication to provide a knowledge led open architecture proposition.
Our services and solutions are built around long-standing relationships guided by our values of trust and integrity that is ingrained in how we operate, and have operated, over three decades.
We are guided by what is best for our family of clients, always.

OUR SOLUTIONS
OUR COMMITMENT
