Andrea Poretti

Crossinvest is an active manager which develops and implements tailor-made strategies geared to their client's investment objectives. They develop their customized investment strategy using a top-down approach to define the asset allocation of the portfolio and a bottom-up approach emphasizing only certain asset classes. The firm is an asset management specialist which establishes an investment strategy in line with clients' risk profile and special considerations. Through direct contact with clients, relationship managers constantly review investment objectives and adjust the investment strategy accordingly. Crossinvest utilizes their relationship network in the financial sector to offer clients access to exclusive investment instruments. As an intermediary, they are specialists in tax law and inheritance, commercial and corporate law and administrative and criminal law.