ABOUT US
By your side for 40 years. Writing the future, together.
For over forty years, we have supported families and entrepreneurs in the protection, growth, and intergenerational wealth transfer of their assets, with the independence and continuity that have always defined Crossinvest.
The Crossinvest headquarters in Lugano
Our roots build your freedom of choice.
Our historic headquarters in Lugano is not just an address, but a tangible symbol of our values. It was here in 1985 that our journey began, protecting family and institutional assets.
Founded in 1985, Crossinvest has grown while maintaining its independence of judgement. Over more than forty years, we have expanded our expertise, assets under management, and local presence without compromising the values that have guided us from the start. It is this continuity that allows us to accompany families over the long term today, with a vision built on the future rather than momentary interests.
Our roots build your freedom of choice.
Our historic headquarters in Lugano is not just an address, but a tangible symbol of our values. It was here in 1985 that our journey began, protecting family and institutional assets.
Founded in 1985, Crossinvest has grown while maintaining its independence of judgement. Over more than forty years, we have expanded our expertise, assets under management, and local presence without compromising the values that have guided us from the start. It is this continuity that allows us to accompany families over the long term today, with a vision built on the future rather than momentary interests.
Our roots build your freedom of choice.
Our historic headquarters in Lugano is not just an address, but a tangible symbol of our values. It was here in 1985 that our journey began, protecting family and institutional assets.
Founded in 1985, Crossinvest has grown while maintaining its independence of judgement. Over more than forty years, we have expanded our expertise, assets under management, and local presence without compromising the values that have guided us from the start. It is this continuity that allows us to accompany families over the long term today, with a vision built on the future rather than momentary interests.
HISTORY
Solidity is measured by the cycles overcome.
A tree withstands storms because it has deep roots and strong rings, layered year after year. Our history is written in facts.
We have been growing for over forty years without changing what matters.
Over the years, we have transformed experience into new skills: from wealth management to strategic consultancy, from risk management to family office services. Every new company is born to meet a concrete need of our clients and offer an increasingly comprehensive view of their assets.
Discover our specialised expertise
PEOPLE
Behind every fortune, there are people. And ours do not change every season.
Our team's low turnover is your true guarantee of continuity.
Behind every fortune, there are people. This is why we prioritise lasting relationships, stable consultants, and direct dialogue over time. The continuity of our team means truly knowing the history of each family and accompanying them through their most important decisions.
Meet our professionals
PEOPLE
Behind every fortune, there are people. And ours do not change every season.
Our team's low turnover is your true guarantee of continuity.
Behind every fortune, there are people. This is why we prioritise lasting relationships, stable consultants, and direct dialogue over time. The continuity of our team means truly knowing the history of each family and accompanying them through their most important decisions.
Meet our professionals
The values that guide every choice.
For over forty years, we have transformed these principles into decisions, relationships, and results.
Independence
We make decisions free from conflicts of interest, oriented exclusively towards our clients' goals and needs.
Continuity
We build long-term relationships, accompanying families and entrepreneurs across generations.
Entrepreneurship
We seize opportunities with an innovative spirit, transforming experience into new services and expertise.
The Individual
Every fortune tells a different story. That is why we always put people, their needs, and their goals at the centre.
Expertise
For over forty years, we have provided experience, methodology, and an in-depth vision of the financial markets.
Reliability
Trust is earned over time. We operate with responsibility, consistency, and transparency, offering a stable point of reference at every stage of the journey.
Are you a Senior Manager? Return to being a pure consultant.
Unleash your entrepreneurial spirit beyond the constraints and budgets of large banks. We offer stability, a regulatory infrastructure at the highest FINMA levels, and a partner model focused exclusively on the quality of the relationship.
Discover the partner model