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Crossinvest

Independent Asset Manager

A multi-generational family-owned group placing Swiss private banking traditions within a dynamic and independent business.

ABOUT

Crossinvest is an independent private wealth management company offering exclusive discretionary management, financial advisory and family office services and solutions, without compromise, to our family of clients. We are a multigenerational family owned business – our presence spanning over 30 years in Switzerland and 10 years in Asia. We have been successfully delivering a discretionary led proposition to clients globally. Our business proposition is predicated on providing independent fee based investment portfolio & advisory and family office solutions, with a clear medium to long-term view.

Crossinvest

Rohit Bhuta
CEO

FACTS

Founded 2005
Ownership Private
Presence Global
No. of employees 50
Country of origin Switzerland
Asia offices in SG
Fee class $ $ $ $ $
Suitable for clients with US$1 - 10 mil

IN CONVERSATION

SERVICES

Advisory Investment Management

Advice provided is independent

Advice is not dependent on in-house products or in-house solutions.

Discretionary Investment Management

Insurance

Wealth Planning

WEALTH'S OPINION

One of Singapore's most established 'independent asset managers', the backbone of Crossinvest's history and team originates in Switzerland. They started operations in Singapore over 15 years ago and have since become a leader in the independent wealth manager sector.

They offer a wide range of bank custodians that clients can work with, and through their technical teams in Switzerland, offer not only the usual advisory and discretionary investment management services but also private investment opportunities.

Why Crossinvest?

1

History

They have been operating in Singapore for nearly 20 years.

2

Alternative Investments

They offer alternative investment ideas, such as private investments.

3

Ambition

They are growing steadily in size of team and assets under management.

Crossinvest

A multi-generational family-owned group placing Swiss private banking traditions within a dynamic and independent business.

WISDOM

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