Accompanying the growth of savings in the long term requires continuity and expertise. But that is not all. What you entrust to us is an important part of your life, full of emotions, with reference to the past and projection far into the future for generations to come. We are aware of this, and therefore it goes without saying that we carry out our work with the professionalism, passion and commitment that do justice to its importance.
The services offered by Crossinvest Zürich AG focus on independent asset management and comprehensive, high-quality financial advice. The company also operates as a family office and has a broad network of relationships with external partners and trusted professionals.
Asset management
Crossinvest Zürich AG manages the client’s assets by developing the strategy that best suits his needs, horizons and ability to bear risks. The client can either entrust the implementation of the strategy to the company or participate in the decisions on an ongoing basis.
Family Office
Crossinvest Zürich AG also acts as a point of contact and advocate for families.
The holistic service includes not only the structuring and management of investments, but also administrative, accounting and other support functions to meet the demanding needs of our clientele.
External partnerships
Thanks to numerous consolidated and proven partnerships, Crossinvest Zürich AG also offers its clients access to an extensive network of external specialists.
Crossinvest Zürich AG is supported by services of the Crossinvest Group.
The additional services of Crossinvest
Institutional asset management
Research
Risk management
IT and support
Accounting
Wealth planning
Marketing
Asset management
The asset management business is designed to support and help the client in achieving his or her investment objectives. Crossinvest Zürich AG develops the most suitable strategy for its clients, paying particular attention to their risk profile and personal situation. The strategy can be implemented through a discretionary management or through an advisory mandate.
Discretionary management mandate
By choosing this option, the client entrusts the implementation of the investment strategy agreed with his advisor to the asset management team. The portfolio is managed according to the agreed risk/return profile.
Advisory mandate
By choosing the advisory option, the client is constantly involved in the selection of investments for his portfolio. His decisions will always be proactively supported by his financial advisor.
Asset Management for private clients
Families
Family Office
Crossinvest Zürich AG also acts as a point of contact and advocate for families.
The holistic service includes not only the structuring and management of investments, but also administrative, accounting and other support functions to meet the demanding needs of our clientele.
External partnerships
Clients gain access to an extensive professional network of external specialists to assist in specific topics.
Legal und compliance
Tax law
Commercial law
Administrative law
Company law
Inheritance law
Real estate
Art