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DirectoryFinance & InsuranceExternal Asset ManagementLuganoCROSSINVEST SA

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CROSSINVEST SA

Summary

About the company

CROSSINVEST SA provides wealth management services, offering investment advisory, portfolio management and asset management services.

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Products & services

Industry:External Asset Management

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Private wealth management

We manage portfolios with a personalised approach according to the established risk profile, combining study, research, daily analysis and ongoing portfolio adaptation.

Asset management

Investment funds covering different asset classes, geographical areas and risk profiles for qualified investors, with long-term return objectives.

Risk analysis and risk management

Financial risk management for portfolios, including identifying, assessing, monitoring and managing risks with quantitative methods and pragmatic judgement.

Advice on taxation and law

Advice from professionals specialised in tax law, commercial law, corporate law, succession law and administrative law.

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Location

Corso Elvezia 33

6900 Lugano

At a glance

Legal form: Corporation
UID: CHE-103.866.137
Founded: 1985 · 41 years
Last commercial register change: June 2, 2026
Employees: 51 to 100

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