Since 1985, the value of a relationship that endures through time.
We protect and grow family wealth with independence, a global vision, and generational continuity.
At Crossinvest, the client relationship is not merely a service component, but the very architecture upon which all our decisions are founded: from portfolio structuring to wealth planning, and even generational transfer. We help families navigate financial decisions through deep, personal knowledge that strengthens over time and is not delegated. Cycle after cycle.
OUR ROOTS
Markets change. Your trusted advisor does not.
Personal continuity as a fundamental pillar of management.
In a constantly evolving financial landscape, we offer a steadfast point. At Crossinvest, the stability of the relationship is the root upon which the entire protection of your wealth rests.
Meet the guardians of your history
OUR HUB
A single hub. Integrated expertise.
Crossinvest is an independent Swiss platform for wealth management and continuity: it supports new generations, welcomes independent advisors, and integrates expertise covering management, pension planning, and wealth planning. A reality built over time, step by step.
We build and manage every bespoke portfolio, starting from the specific needs of your profile. A completely independent operation, designed to protect the value of wealth across generations.
We offer a wide range of investment funds (through SICAV Crossfund) and Actively Managed Certificates (AMCs), focused on strategic global themes and sectors.
Through the Crosslife platform, we manage pension assets with a rigorous and long-term approach, ensuring stability and peace of mind for your future.
Explore our structured services
TEAM
Yesterday's experience, tomorrow's energy.
Stable leadership supported by a new generation of talent.
The extraordinary continuity of our team is no accident: it stems from a corporate model where managers are also partners and owners of the company. Founded in 1985 under the guidance of President André Audergon, Crossinvest combines the solidity of its history with the entry of young talent, ensuring the strategic freshness and stability necessary to face the markets of the future.
Discover the whole Team
TEAM
Yesterday's experience, tomorrow's energy.
Stable leadership supported by a new generation of talent.
The extraordinary continuity of our team is no accident: it stems from a corporate model where managers are also partners and owners of the company. Founded in 1985 under the guidance of President André Audergon, Crossinvest combines the solidity of its history with the entry of young talent, ensuring the strategic freshness and stability necessary to face the markets of the future.
Discover the whole Team
FACTS AND FIGURES
Our history, in four facts.
We do not like the clichés of financial rhetoric. We prefer to let concrete achievements and the continuity of our structure speak for themselves.
1985
The year we established our roots in the Lugano financial centre. Four decades of economic cycles overcome while defending total independence of judgment.
2007
For almost twenty years, we have operated under the direct and rigorous supervision of FINMA, guaranteeing our private and institutional clients the highest regulatory standards of the Confederation.
3.5
Billions of CHF in assets under management, calculated as of 30.09.2026.
92%
An indicator of the continuity and stability of our team, meaning nine out of ten people are still here, by your side.
THE FUTURE
Giving new shape to family wealth.
Receiving an inheritance means embracing a history and projecting it into the future. We help you do this with your values and today's tools.
With the Next Family Wealth service, we don't just preserve what has been built; we create the conditions for generational transition to be an opportunity for evolution, not friction. We engage with new generations speaking the same language: that of innovation, decision-making independence, and long-term sustainability.
Discover the Family Office for the Next Gen
THE REGION
Local roots, global reach: the strategic Swiss axis.
Since 1985, we have expanded our presence to combine Ticino's stability and discretion with the dynamism of the Swiss financial capital.
Born in Lugano, we have listened to the region's developments: in 2017, Crossinvest Locarno SA was established to precisely serve German-speaking and Northern European clients.
Two locations, one group, a shared vision.
1985
Crossinvest SA Corso Elvezia 33CH-6900 LuganoT +41 91 911 88 88[email protected]
2017
Crossinvest Locarno SA Piazza Grande 20CH-6600 LocarnoT+41 91 756 22 30[email protected]
CROSSINVEST APP
Stay informed. Always.
Keep the Crossinvest world with you always. Through the app, you can stay updated on news, delve deeper into topics of major interest, and always have important information at your fingertips.
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CROSSINVEST APP
Stay informed. Always.
Keep the Crossinvest world with you always. Through the app, you can stay updated on news, delve deeper into topics of major interest, and always have important information at your fingertips.
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