Credinvest Bank — Contact Email, Phone & Team

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

NestléSwiss ReRocheNovartisUBSCredit SuisseZurich Insurance GroupSwisscomAdeccoGeberitPartners GroupSwiss LifeSwiss Prime SiteABBJulius BaerRichemontSwatch GroupSikaLonzaLafargeHolcim

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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.