Crossinvest
Crossinvest SA is a FINMA-licensed Swiss wealth manager founded in 1985 in Lugano, serving independent asset managers, family offices, and relationship managers across Switzerland with portfolio advisory, asset management, and outsourced risk management and investment compliance services.
- Company typePrivate
- Founded1985
- HeadquartersLugano, Switzerland
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Crossinvest does
Crossinvest SA is a privately held Swiss wealth management and asset management firm headquartered in Lugano, founded in 1985 and operating under a license from the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets. The firm operates exclusively within Switzerland from three offices — Lugano (headquarters, Corso Elvezia 33), Locarno, and Zurich — and employs between 51 and 100 staff. Crossinvest serves independent asset managers, relationship managers seeking independence, and family offices, providing personalized portfolio advisory, institutional and private asset management, and outsourced risk management and investment compliance services aligned with the Swiss Financial Services Act (LSerFi) and Financial Institutions Act (LIsFi). The firm's primary customer segment is independent asset managers seeking comprehensive back-office, compliance, and risk support rather than building those functions in-house.
The firm's product surface spans two related lines. The core offering is wealth management — personalized advisory and discretionary portfolio management for private and institutional clients delivered through client advisors organized across Private Asset Management, Institutional Asset Management, and Private Clients teams. The secondary line is Risk Management and Investment Compliance, an outsourced service for independent asset managers and family offices that includes identification, evaluation, monitoring, and reporting of portfolio risks, plus regulatory compliance verification. This line is supported by in-house risk tools and a team that includes a COO with a doctorate in mathematics from ETHZ and CFA/PRM certifications, and a risk manager with prior experience at Unicredit and KPMG. The firm has also adopted an Italian organizational model under D. Lgs no. 231/01, suggesting some cross-border client servicing into Italy.
Crossinvest generates revenue through recurring asset management fees on managed collective assets and through managed-services fees for the outsourced risk and compliance line; pricing is not publicly disclosed and is negotiated on a quote basis. The go-to-market model is sales-led and relationship-driven: the firm depends on direct relationships with independent asset managers, family offices, and relationship managers, supplemented by long-standing partnerships with major Swiss custodian banks that provide custody and settlement infrastructure. The firm is a member of the Swiss Alliance of Asset Managers and has been led continuously by Chairman André Audergon (since founding), CEO Andrea Poretti (since 2004), and Managing Partners Patrick Bolgiani and Joël Suter.
Crossinvest firmographics
Firmographics- Name
- Crossinvest
- Legal name
- Crossinvest SA
- Website
- https://crossinvest.ch
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Crossinvest SA is a FINMA-licensed Swiss wealth manager founded in 1985 in Lugano, serving independent asset managers, family offices, and relationship managers across Switzerland with portfolio advisory, asset management, and outsourced risk management and investment compliance services.
- Ownership category
- akta.pro rank
Crossinvest industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- akta.pro primary industry
- Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)
- akta.pro secondary industry
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)
Keywords
Where Crossinvest is headquartered
LocationHeadquarters
- HQ city
- Lugano
- HQ country
- Switzerland
- HQ region
- Europe
Offices3 records
Markets served
Crossinvest business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Asset Management Fees: Crossinvest SA operates as an asset management company licensed by FINMA, managing collective assets and providing wealth management services. Revenue is generated through asset management fees and services to clients.
- Risk Management Outsourcing Services: Independent risk management and investment compliance services offered to independent asset managers and family offices, in line with Swiss financial regulations (LSerFi and LIsFi).
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Crossinvest product offering
Product offeringCore offering
Crossinvest SA is a Swiss wealth management firm that delivers personalized wealth management, private asset management, and institutional asset management services to high-net-worth individuals, families, and institutions. It also offers independent risk management and investment compliance outsourcing services to independent asset managers and family offices, covering portfolio risk identification, evaluation, management, and monitoring under Swiss LSerFi and LIsFi regulations.
Product overview
Crossinvest SA is a Swiss wealth management firm established in 1985, operating as a single unified offering rather than a modular platform. The core product is Wealth Management, which encompasses personalized advisory and portfolio management services for clients. The company also provides Risk Management and Investment Compliance as distinct service lines for independent asset managers and family offices. The firm maintains partnerships with major custodian banks and is licensed by FINMA as a manager of collective assets.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- Risk Management and Investment Compliance
- Private Asset Management
- Institutional Asset Management
Companies that use Crossinvest
Customer profileSegments3 records
Ideal customer profiles3 records
Crossinvest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Crossinvest partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Major Custodian BankscoreCrossinvest maintains partnerships with major custodian banks for over 40 years. These relationships enable the firm to offer comprehensive wealth management services and maintain operational excellence in serving clients.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Crossinvest competitors and assessment
Company assessmentBroad incumbents
- Pictet Group: Large Swiss private bank and asset manager with wealth management, asset management, and custody for HNW and institutional clients. Broader incumbent that overlaps with Crossinvest's wealth and asset management services.
- Julius Baer: Major Swiss private bank focused on HNW/UHNW wealth management across Switzerland and globally. Comparable target market and Swiss-domiciled platform, though materially larger and internationally diversified.
Direct peers
- EFG International: Swiss-headquartered private bank and asset manager that explicitly serves independent asset managers and external relationship managers alongside its own client base, mirroring Crossinvest's IAM-supportive model in the Swiss wealth market.
- Union Bancaire Privée (UBP): Geneva-based Swiss private bank offering wealth management, asset management, and institutional services to HNW and family office clients, with comparable Swiss private banking positioning.
- Mirabaud: Geneva-based Swiss private bank offering wealth management, asset management, and tailored services for independent advisors — comparable in offering breadth and Swiss-domiciled HNW client focus.
- J. Safra Sarasin: Basel-based Swiss private bank with discretionary and advisory wealth management for private and institutional clients — comparable Swiss-headquartered private banking franchise.
- Vontobel: Zurich-based Swiss wealth and asset manager with private client and institutional asset management, including services for external advisors — directly comparable to Crossinvest's wealth management and risk services across the Swiss market.
Regional players
- VP Bank: Liechtenstein-headquartered private bank offering wealth management and investment advisory for HNW clients in a similar Alpine/Swiss-region ecosystem, though not directly competing within Swiss Ticino or Zurich.
- Liechtensteinische Landesbank (LLB): Liechtenstein-headquartered universal and private bank serving HNW clients in the wider Alpine wealth corridor; comparable business model but operating in a different national jurisdiction than Crossinvest.
Others
- Risklab (Munich Re Group): Munich Re-owned risk management consulting and analytics provider serving asset managers and financial institutions — adjacent to Crossinvest's outsourced risk management and investment compliance service line for IAMs and family offices.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights5 records
Customer concentration
Crossinvest social profiles
Digital presenceCrossinvest compliance and trust
Trust signalCompliance2 records
Crossinvest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Crossinvest leadership team
Management profileNumber of profiles
Profiles10 records
Crossinvest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Crossinvest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Crossinvest
What does Crossinvest do?
Crossinvest SA is a Swiss wealth management firm that delivers personalized wealth management, private asset management, and institutional asset management services to high-net-worth individuals, families, and institutions. It also offers independent risk management and investment compliance outsourcing services to independent asset managers and family offices, covering portfolio risk identification, evaluation, management, and monitoring under Swiss LSerFi and LIsFi regulations.
Is Crossinvest a public or private company?
Crossinvest is a private company. It is classified as management employee owned and is currently operating.
When was Crossinvest founded?
Crossinvest was founded in 1985. It employs 51 to 100 people.
Where is Crossinvest based?
Crossinvest is headquartered in Lugano, Switzerland, in the Europe region.
How does Crossinvest make money?
Two revenue lines are on record. Asset Management Fees are the primary driver. The others are risk Management Outsourcing Services.
Who are Crossinvest's main competitors?
Broad incumbents on record are Pictet Group and Julius Baer. Direct peers are EFG International, Union Bancaire Privée (UBP), Mirabaud, J. Safra Sarasin and Vontobel. Regional players are VP Bank and Liechtensteinische Landesbank (LLB). Risklab (Munich Re Group) is listed as an others.
Does Crossinvest have an API?
No public API is recorded for Crossinvest.
What industry is Crossinvest in?
Crossinvest's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAN, Private Client Custody & Brokerage (Execution, Reporting, Safekeeping), with a secondary code of FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight). Its NAICS code is 523940.