OUR SOLUTIONS
Tailored Solutions
for Individuals
Private Clients
Our mission for private clients and their families is to provide innovative solutions paired with exceptional service.
We are dedicated to unlocking unique opportunities that go beyond traditional approaches, ensuring personalized strategies for lasting success.
WEALTH MANAGEMENT
Comprehensive strategy to help you achieve your financial goals.
At Crossinvest, wealth management is centered on trust, loyalty, and personalized strategies. Your dedicated advisor builds an open, honest relationship to understand your unique circumstances, family dynamics, and long-term goals. Supported by a team of specialists and partners, they actively manage your investments and execute a tailored wealth management plan as your single point of contact.
Our approach empowers you to protect your wealth, simplify your financial life, and confidently plan for the future, delivering true value and peace of mind.
We offer both individual advisory mandates and discretionary portfolio management. We focus on all liquid and non-liquid asset classes as well as alternative investments.
Discretionary Management Mandate
Delegate your investment decisions with confidence. With a discretionary mandate, our experienced asset management team implements a strategy tailored to your goals and risk profile, as agreed with your advisor. Designed for those who prefer not to manage day-to-day market complexities, we ensure your portfolio is managed with care and precision.
Advisory Mandate
Stay actively involved in your investments with expert support. Our advisory mandate keeps you in control while providing proactive guidance from your dedicated financial advisor. Choose from 5 tailored service models and access our broad investment expertise to make informed decisions in the global markets.
At Crossinvest, whether you delegate or engage directly, our solutions empower you to navigate financial markets with clarity and confidence.
BEYOND WEALTH MANAGEMENT
Family Office
Delegate with confidence to our FO for expert management, freeing you to focus on your goals.
Delegate confidently to our Family Office for streamlined management of cash flow, legal expertise, tax monitoring, concierge services, bill payments, document flow, and property management, freeing you to focus on your personal goals.
Wealth planning
At Crossinvest, we streamline wealth management by centralizing your assets within a robust, personalized structure, aligned with your goals and managed with precision.
With deep expertise in key markets, our specialists and trusted partners offer tailored solutions, including trusts, foundations, life insurance, and private label funds. By understanding your unique needs, we craft a strategy that adapts to changing regulations, ensuring your wealth is protected and ready for generations to come.
