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A new chapter in a success story spanning more than thirty years

Crossinvest Zürich AG
Crossinvest Zürich AG was founded in 2020 as an independent asset management company and is a member of the Association of Swiss Asset Managers. We pursue the goal of optimally serving Swiss and foreign clients in financial matters. Crossinvest Zürich AG combines local expertise and services with the professional platform of the Crossinvest Group. The latter has been serving its clients for over thirty years at the highest quality level, directly supervised by FINMA.
The offices of Crossinvest Zürich AG are located at Weinplatz 10, in the heart of Zurich. We serve you in a team of 4 professionals with a cumulative experience of more than 60 years in the financial sector.

A history of achievements
With the foundation of Crossinvest Zürich AG, the Crossinvest Group is expanding into German-speaking Switzerland. The Crossinvest Group is a founding member of the SAAM, the Association of Swiss Asset Managers, and the ASV, the Alliance of Swiss Asset Managers.

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    1985

    Birth of Crossinvest SA. From this year on, our aim has been to combine tradition and experience to serve our customers with the precision and attention typical of "Made in Switzerland".
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    2007

    The turning point. The relationship with FINMA begins; the company is authorised to operate as an asset manager of collective investment schemes.
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    2011

    A partnership in Milan. Our subsidiary Crossfid SpA is born, a static trustee also able to assist clients on international regulatory issues.
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    2012

    A way to invest more effectively: the Luxembourg-based Crossfund Sicav platform is created.
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    2013

    A real commitment. The management of Crossinvest SA joins the company's shareholders.
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    2014

    The consolidation of the risk management unit. Given the specific know-how developed over the years, we offer third-party companies the opportunity to use our services and advice.
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    2015

    A new service. Founding of Cube8 SA, a strategic advisory firm for extraordinary finance and M&A transactions.
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    2017

    Birth of Crossinvest Locarno SA. An important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients.
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    2018

    Next Family Wealth, a family office service offering support to control family wealth.
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    2020

    Creation of Crossinvest Zürich AG. A strong desire to open up to the Swiss financial capital. A new meeting opportunity for an international clientele.

Values

Essential elements
Crossinvest Zürich AG shares and promotes the cornerstones of the corporate culture of the Crossinvest group. Independence, reliability, competence and attention to relationships are values rooted in time, guiding both our everyday actions and strategic decisions.

Independence
Transparency and Freedom


Reliability
Facts and History


Relationships
Continuity and Discretion


Competence
Passion and Discipline