ALWAYS ON THE CLIENT'S SIDE
Crossinvest Locarno’s offering focuses on asset management. In order to guarantee quality and a comprehensive financial advisory, the company also offers family office and mortgage management services as well as trusted partnerships with external professionals.
ASSET
MANAGEMENT
The asset management activity is designed to assist and follow the client in the achievement of their investment objectives. Crossinvest Locarno builds the strategy best suited for its clients, carefully taking into account their risk profile and personal situation. The strategy can be implemented by means of a discretionary asset management mandate or an advisory asset management mandate.

DISCRETIONARY ASSET MANAGEMENT MANDATE
Choosing this option, the client entrusts the asset management team with the implementation of the strategy agreed with their advisor. The asset management team commits to managing the client's assets in line with their risk/return profile and any specific needs.

ADVISORY ASSET MANAGEMENT MANDATE
Choosing this option, the client is involved on an ongoing basis in the investment selection for their portfolio. The client's decisions are always supported proactively by the client advisor
  • Asset Management for Private Clients, Families, Institutions
MORTGAGE
MANAGEMENT
Crossinvest Locarno assists the client with document preparation for mortgage requests regarding any kind of real estate financing. Thanks to its priviledged contacts, the company assists the client with the research for the best suited financing bank, thus simplifying the comparison between various offers.
  • Analysis and research of the best financial institutions
FAMILY
OFFICE
Besides asset management, Crossinvest Locarno provides family office services entirely directed toward optimising the allocation of family wealth, such as bankable assets, real estate, corporate holdings, insurance policies, art and collectibles.
  • Asset Allocation (private and corporate)
  • Cash Management
EXTERNAL
PARTNERSHIPS
With the support of external professionals, the company offers advisory in matters of law and capital goods. These trusted partnerships complete Crossinvest Locarno’s offer.
  • Tax law
  • Commercial law
  • Corporate law
  • Administrative law
  • Estate law
  • Numismatics
  • Shipping finance
  • Art
ASSET
MANAGEMENT
The asset management activity is designed to assist and follow the client in the achievement of their investment objectives. Crossinvest Locarno builds the strategy best suited for its clients, carefully taking into account their risk profile and personal situation. The strategy can be implemented by means of a discretionary asset management mandate or an advisory asset management mandate.

DISCRETIONARY ASSET MANAGEMENT MANDATE
Choosing this option, the client entrusts the asset management team with the implementation of the strategy agreed with their advisor. The asset management team commits to managing the client's assets in line with their risk/return profile and any specific needs.

ADVISORY ASSET MANAGEMENT MANDATE
Choosing this option, the client is involved on an ongoing basis in the investment selection for their portfolio. The client's decisions are always supported proactively by the client advisor.
  • Asset Management for Private Clients, Families, Institutions
FAMILY
OFFICE
Besides asset management, Crossinvest Locarno provides family office services entirely directed toward optimising the allocation of family wealth, such as bankable assets, real estate, corporate holdings, insurance policies, art and collectibles.
  • Asset Allocation (private and corporate)
  • Cash Management
MORTGAGE
MANAGEMENT
Crossinvest Locarno assists the client with document preparation for mortgage requests regarding any kind of real estate financing. Thanks to its priviledged contacts, the company assists the client with the research for the best suited financing bank, thus simplifying the comparison between various offers.
  • Analysis and research of the best financial institutions
EXTERNAL
PARTNERSHIPS
With the support of external professionals, the company offers advisory in matters of law and capital goods. These trusted partnerships complete Crossinvest Locarno’s offer.
  • Tax law
  • Commercial law
  • Corporate law
  • Administrative law
  • Estate law
  • Numismatics
  • Shipping finance
  • Art