Crossinvest (Asia) Pte. Ltd.

What Crossinvest (Asia) Pte. Ltd. does

Crossinvest (Asia) Pte. Ltd. is a privately-owned, Singapore-headquartered independent wealth and asset manager with Swiss heritage dating to 1985. The firm serves exclusively high and ultra-high-net-worth individuals, families and institutional clients (endowments, foundations, family entities) across Southeast Asia and Oceania, operating from a single office at 1 Phillip Street in Singapore's CBD. It is led by Chairman and CEO Cem Azak, with Lucy Gao-Azak as COO and Head of Wealth Management, Nicholas Moraitis as Managing Director of Private Clients, M.K. Chan heading Middle Office and Client Accounts, and Eunice Yvette Ng on the Private Clients team; the team collectively claims more than 185 years of market experience across major global institutions.

The firm organizes its offering into three core product lines: Asset Management (covering equities, fixed income, foreign exchange, loans, mortgages, funds, private investments and structured products), Private Equity & Venture Capital advisory, and multi-Family Office Services for cross-generational wealth planning. No proprietary technology platform is disclosed; the firm emphasises dedicated Macro and Micro Research across asset classes, robust auditable investment processes, and a relationship-led distribution model delivered by senior wealth management professionals. The client experience is supported by a digital portal (Moxo) and thought-leadership content via the Cross Weekly newsletter and 'Our Views' research publications.

Revenue is generated primarily through AUM-based asset and wealth management fees, supplemented by private investment, M&A advisory and family-office mandates on a bespoke pricing basis; pricing is not publicly disclosed. The firm has accumulated a steady cadence of regional and global industry awards from 2021 through 2024 (Wealth Briefing Asia, Private Banker International, International Business Magazine, The Digital Banker, Asian Private Banker, APAC Insider), and holds founding or full membership in the Association of Independent Wealth Managers Singapore, the Institute of Banking & Finance Singapore, the Singapore Business Federation and the Singapore-German Chamber of Industry and Commerce.

Name

Crossinvest (Asia) Pte. Ltd.

Legal name

Crossinvest (Asia) Pte. Ltd.

Website

https://crossinvest.com.sg

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Crossinvest (Asia) Pte. Ltd. is a privately-owned, Singapore-headquartered independent wealth and asset manager with Swiss heritage, serving high and ultra-high-net-worth individuals, families and institutions across Southeast Asia and Oceania via asset management, private equity and venture capital, and multi-family office services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Family Office Trust & Fiduciary Services (FSAEAKAF)

akta.pro secondary industries

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Private Banking Cross-Border & International Wealth Services (FSABADAL), Cross-Border M&A Advisory (FSAEAGAH)

Keywords

• Wealth management
• Asset management
• Family office services
• Private equity advisory
• Investment advisory

Headquarters

HQ city

Singapore

HQ country

Singapore

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset & Wealth Management Fees: The firm generates revenue through asset management and wealth management services, charging fees typically based on assets under management (AUM). This is a recurring revenue model characteristic of independent wealth managers serving high-net-worth clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Crossinvest (Asia) Pte. Ltd. is a privately-owned independent asset and wealth management firm that delivers three core service lines to high and ultra-high-net-worth individuals, families, and institutions: Asset Management (multi-asset portfolio management across equities, fixed income, foreign exchange, loans, mortgages, funds, structured products, and M&A), Private Equity & Venture Capital (private investments and M&A advisory), and Family Office Services (multi-family office and cross-generational wealth planning). The firm charges fees typically based on assets under management, supported by dedicated Macro and Micro Research teams and institutionalized risk-managed investment processes.

Product overview

Crossinvest (Asia) Pte. Ltd. is a multi-award-winning independent asset manager offering a unified suite of wealth and asset management solutions. The firm operates three core product lines: Asset Management (covering equities, fixed income, foreign exchange, loans, mortgages, funds, and structured products), Private Equity & Venture Capital (encompassing private investments and M&A advisory), and Family Office Services (providing multi-family office capabilities for cross-generational wealth planning). The three services are designed to work together, serving high and ultra-high-net-worth individuals, families, and institutions with tailored investment solutions underpinned by institutional processes.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Award-winning recognition including Best Portfolio Management in Asia (2024), Most Effective Investment Service (2024), Most Innovative Digital Offering (2023), multiple client service and digital engagement awards

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Vontobel: Swiss-headquartered wealth and asset manager with a long-standing Singapore presence serving HNW/UHNW clients. Directly comparable as an independent, Swiss-heritage wealth manager offering discretionary asset management, multi-asset solutions, and family-office-style services in APAC.
• J. Safra Sarasin: Swiss private banking group with Singapore operations focused on HNW/UHNW advisory and discretionary portfolio management. Closely comparable to Crossinvest given the Swiss heritage, independent ownership, multi-generational wealth planning emphasis, and APAC coverage from Singapore.
• Indosuez Wealth Management: Singapore-headquartered wealth management arm of Crédit Agricole Group serving HNW/UHNW families with asset management, family office, and wealth structuring services. Highly comparable business model and target client base to Crossinvest in the Singapore wealth market.
• EFG Bank: Swiss private bank with significant Singapore presence providing wealth management, investment advisory, and family office services to international HNW/UHNW clients. Comparable to Crossinvest in independent positioning, Swiss heritage, and APAC HNW focus.
• VP Bank: Liechtenstein-headquartered private bank with Singapore office serving HNW/UHNW clients across asset management, family office, and fiduciary services. Comparable niche independent European-heritage wealth manager competing in the same Singapore market segment as Crossinvest.
• Bordier & Cie: Independent Swiss private bank with APAC operations focused on bespoke wealth management and multi-family office services for HNW/UHNW clients. Comparable to Crossinvest as a privately-held Swiss-heritage boutique wealth manager with cross-generational service emphasis.

Broad incumbents

• LGT Group: Liechtenstein-based, family-owned private banking and asset management group with strong APAC presence and global multi-family office capabilities. Comparable to Crossinvest in family ownership, multi-generational wealth focus, and independent private banking positioning, but with substantially broader global scale.
• Pictet Group: Swiss private partnership offering wealth management, asset management, and related services to HNW/UHNW and institutional clients globally with significant Singapore presence. Comparable Swiss-heritage, partner-owned wealth manager with multi-asset capability, but at materially larger scale than Crossinvest.
• DBS Private Bank: Singapore-headquartered dominant private bank serving HNW/UHNW clients across Southeast Asia with full-service wealth, treasury, and investment offerings. Comparable target client segment and Singapore domicile, but as a large incumbent with embedded technology and balance-sheet capabilities versus Crossinvest's boutique independent model.

Emerging players

• Endowus: Singapore-based digital wealth platform offering portfolio management, investment advice, and retirement solutions, increasingly expanding into private wealth and family office services. Comparable target market segment (Singapore HNW) and adjacent service offering, but differentiated by a digital-first model versus Crossinvest's traditional relationship-led boutique approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/crossinvest-asia-pte-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Crossinvest (Asia) Pte. Ltd.