OUR HISTORY
A Legacy of Entrepreneurship and Client-Centric Excellence
Crossinvest was founded in 1985 with a bold vision: to create a wealth management company dedicated entirely to the client’s best interests.
Breaking away from the traditional bank model, the founders embraced independence and integrity, striving to forge closer relationships with clients and bring together the local and international expertise needed to meet diverse financial needs.
Over the decades, Crossinvest has grown into one of Switzerland’s leading independent asset managers. Guided by a spirit of innovation rooted in experience, the firm has expanded its services, developed new business areas, and grown its assets under management while steadily increasing its team of professionals.
This entrepreneurial ethos continues to drive us forward. With the strength of our tradition and a commitment to your success, Crossinvest is here to support you in achieving your financial goals, navigating the best path together while honoring your unique choices.
Our journey began with a vision—and it remains the foundation of everything we do today.
A history of achievements
1985
Incorporation of Crossinvest SA.
From this year on, our aim has been to combine tradition and experience to serve our customers with the precision and attention typical of "Made in Switzerland".
2007
The turning point.
The relationship with FINMA begins; the company is authorised to operate as an asset manager of collective investment schemes.
2011
A partnership in Milan.
Our subsidiary Crossfid SpA is born, a static trustee also able to assist clients on international regulatory issues.
2012
A way to invest more effectively:
the Luxembourg-based Crossfund Sicav platform is created.
2017
Incorporation of Crossinvest Locarno SA.
An important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients.
2020
Crossinvest Zürich AG
The incorporation of Crossinvest Zürich AG marked a key expansion into German-speaking Switzerland. Authorized by FINMA since 2021, Crossinvest Zürich AG operates as a trusted asset manager.
2023
Strategic Merger for Global Reach.
The team Integration of Crossinvest Zürich AG and KTS Capital Management AG represents a pivotal step in broadening international business horizons.