Credinvest Bank
Overview
Credinvest Bank is an independent Swiss bank specializing in wealth management, private banking, and investment services for institutional clients. The bank offers a multi-manager approach, advisory and wealth management consultancy, credit facilities, loans, trading, and custody services. Credinvest Bank primarily serves institutional clients and independent asset managers. It was founded in 2004 and is based in Lugano, Switzerland. The bank offers a unique infrastructure in Switzerland for external asset managers and investment advisors interested in developing trading strategies for their clients quickly, efficiently, and with a strong focus on the quality of execution and market access. Credinvest Bank provides a range of services, including trading and custody, actively managed certificates, and asset management with artificial intelligence. Credinvest Bank has been recognized for its growth and client service, receiving awards such as "The Strongest Growing Private Bank" in 2025 and "Switzerland's Best for Client Service" in 2026. The bank is committed to ensuring maximum independence, an entrepreneurial spirit, a highly disciplined risk management approach, cutting-edge technology for trading and settlement, multilingual service, and sound capitalization, with a Tier 1 Capital Ratio over 30%.
Investment Focus
- Focus on institutional clients and independent asset managers
- Interest in developing trading strategies with a strong focus on execution quality and market access
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Credinvest Bank
What sectors does Credinvest Bank invest in?
Credinvest Bank invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Ticino, Switzerland. Credinvest Bank is listed as a institutional investor in the ConnectSafely investor database.
What stage does Credinvest Bank invest at?
Credinvest Bank backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Credinvest Bank invest in?
Credinvest Bank invests across United States, United Kingdom, Germany, France, Italy and Denmark.
What companies has Credinvest Bank invested in?
Credinvest Bank's portfolio includes Nestlé, Swiss Re, Roche, Novartis, UBS, Credit Suisse, Zurich Insurance Group and Swisscom.
Last updated · Source: ConnectSafely investor database
