Crossinvest SA
Overview
Crossinvest SA is an independent, family-owned Swiss asset management firm established in 1985, providing financial consulting services to high-net-worth individuals and entrepreneurial families. The firm offers a range of services, including private wealth management, asset management, risk analysis, and other specialized financial services. It operates through various subsidiaries, such as Crossinvest Locarno SA and Crossinvest Zürich AG, to better serve clients in different regions. Crossinvest SA is regulated by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Association of Asset Managers (SAAM). The firm emphasizes independence, reliability, competence, and attention to relationships as its core values, guiding both everyday actions and strategic decisions.
Investment Focus
- High-net-worth individuals
- Entrepreneurial families
- Institutional investors
Portfolio Companies
Reach Crossinvest SA directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Crossinvest SA
What sectors does Crossinvest SA invest in?
Crossinvest SA invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Lugano, Ticino, Switzerland. Crossinvest SA is listed as a family office in the ConnectSafely investor database.
What stage does Crossinvest SA invest at?
Crossinvest SA backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Crossinvest SA invest in?
Crossinvest SA invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Crossinvest SA?
Team members listed for Crossinvest SA include Andrea Poretti (Chief Executive Officer) and Antonio Battaglioni (Head of Private Asset Management - Deputy CIO).
What companies has Crossinvest SA invested in?
Crossinvest SA's portfolio includes Nestlé, Swiss Re, Roche, Novartis, UBS, Credit Suisse, Zurich Insurance Group and Swisscom.
How do I contact Crossinvest SA?
Crossinvest SA's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
