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Our offering for those who want to grow with us

Independent asset management in Switzerland is facing major challenges: regulatory requirements are increasing, proven business models are under pressure and client needs are changing at a rapid pace.

The Crossinvest offering is tailored to asset managers and client advisors and offers attractive solutions in this challenging environment.

Relationship Managers
Are you a client advisor looking for independence?

Find out more

Independent Asset Managers
Are you an independent asset manager looking for solutions to best serve your clients?

Find out more

Relationship Managers

Our doors are not only open to your customers. But also to you.

Entrepreneurial spirit
Crossinvest combines a bank-like infrastructure with the flexibility of an external manager. In addition, we offer an entrepreneurial remuneration model and participation opportunities.


Focus on clients
Our organisation is structured to put relationship managers and their clients at the centre of everything we do. Focus more on your clients again and leave the administration to us.


 

Network of specialists and custodian banks
We also offer professional solutions for all kinds of client needs through our extensive network of external specialists and business partners.


Individual portfolio solutions
Model portfolios in several reference currencies and risk classes as well as individual strategies and products via an open platform. Portfolios can be configured on a modular basis with our investment specialists.


 

Independent asset managers

Our expertise and local partnerships enable us to respond promptly to the needs of an increasingly complex and demanding profession.

Individual portfolio solutions
Model portfolios in several reference currencies and risk classes as well as individual strategies and products via an open platform. Portfolios can be configured on a modular basis with our investment specialists.


Long-standing track record
Benefit from our in-house expertise and invest in investment strategies and products with a convincing track record.


 

Focus on the really important things
With our know-how, we take care of the entire administration, regulatory requirements, compliance and risk management.


Network of specialists and custodians
Through our extensive network of external specialists and business partners, we also offer professional solutions for all kinds of client needs.