Company Tagline
INDEPENDENT ASSET MANAGER
Industry Category
Business Keywords
Company Description
Crossinvest SA is a premier financial services company, recognized as a leading independent asset manager in Switzerland since its establishment in 1985. With decades of experience, Crossinvest SA has consistently met the needs of its clients, overseen substantial growth in assets under management, and expanded its team of dedicated professionals. The company's commitment to innovation is evident in the development of new business units, companies, and comprehensive services, all built upon a foundation of proven expertise.
Located at Corso Elvezia 33, Lugano, Ticino 6900, CH, Crossinvest SA also operates from Gartenstrasse 14, Stadtkreis 2, Zurich 8002, CH, and Piazza Grande 20, Locarno, Ticino 6600, CH. Crossinvest SA offers a wide range of financial solutions, including wealth planning, research and analysis, risk management, asset management, and investment funds. The company is dedicated to supporting clients in achieving their financial goals by identifying the optimal strategies and honoring their individual preferences.
Regulated by FINMA since 2007, Crossinvest SA continues to uphold the highest standards of integrity and professionalism. The company's enduring success is a testament to its client-centric approach and unwavering dedication to excellence in financial services. We invite the management of Crossinvest SA to create a customized and exclusive company showcase and product listing on our platform, further enhancing your visibility and reach.
Crossinvest SA est une société de services financiers de premier plan, reconnue comme l'un des principaux gestionnaires d'actifs indépendants en Suisse depuis sa création en 1985. Forte de décennies d'expérience, Crossinvest SA a toujours répondu aux besoins de ses clients, a supervisé une croissance substantielle de ses actifs sous gestion et a élargi son équipe de professionnels dévoués. L'engagement de l'entreprise en faveur de l'innovation est évident dans le développement de nouvelles unités commerciales, de sociétés et de services complets, tous construits sur une base d'expertise éprouvée.
Située à Corso Elvezia 33, Lugano, Tessin 6900, CH, Crossinvest SA opère également à partir de Gartenstrasse 14, Stadtkreis 2, Zurich 8002, CH, et Piazza Grande 20, Locarno, Tessin 6600, CH. Crossinvest SA offre une large gamme de solutions financières, notamment la planification patrimoniale, la recherche et l'analyse, la gestion des risques, la gestion d'actifs et les fonds d'investissement. L'entreprise se consacre à aider ses clients à atteindre leurs objectifs financiers en identifiant les stratégies optimales et en respectant leurs préférences individuelles.
Réglementée par la FINMA depuis 2007, Crossinvest SA continue de respecter les normes les plus élevées d'intégrité et de professionnalisme. Le succès durable de l'entreprise témoigne de son approche centrée sur le client et de son dévouement sans faille à l'excellence dans les services financiers. Nous invitons la direction de Crossinvest SA à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, afin d'améliorer encore votre visibilité et votre portée.
Key Personnel / Employees
Compare Companies Side by Side
Compare Crossinvest SA with 3 companies in Financial-Services
| Comparison Field |
Crossinvest SAMain Company |
Aventus Insurance Br...View Profile |
Optima Asset Managem...View Profile |
Finance DublinView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2020 | 1995 | 1987 |
|
Company Size
|
— | 11-50 | 2-10 | 11-50 |
|
City
|
Lugano, Ticino | Noida, Uttar Pradesh | Dallas, Texas | |
|
Country
|
Switzerland | India | United States | |
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Asset Management
Wealth Planning
Investment Funds
Financial Services
Risk Management
Portfolio Management
Financial Analysis
Research & Analysis
|
9 Total
9 Unique
Unique Skills:
Child Education Planning
Coroporate Insurance
Estate Plannning
Health Insurance
Insurance Broking
Insurance Plannning
+3
|
15 Total
1 Common
14 Unique
Match
13%
Common Skills:
Financial Services
Unique Skills:
Business Exit Consulting
Customized Investment Management
Estate Planning
Family CFO Services
Investment Advisory
Investment Management
+8
|
17 Total
1 Common
16 Unique
Match
13%
Common Skills:
Financial Services
Unique Skills:
AI
Aviation Finance
Banking
Corporate Finance
Corporate Governance
Economics
+10
|
4
Total Companies1987
Oldest Founded3
Countries46
Unique SkillsSimilar Companies
Other organizations in the same industry
CNG Holdings, Inc.
Financial-ServicesAs a financial services leader, we strive to make a difference in our customers’ lives & the communi...
Turner Lewis
Financial-ServicesClaim back your CHild Trust Fund with Turner Lewis
Alternative Company Names
This company is also known as