i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality . The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

We provide our services since 2003 and are well known for experience in tailored and customised solutions. Being independent we rely on creating best fit solutions for our clients. Our activities are regulated by Swiss authorities and we are full members of Swiss professional organisations (Union Suisse des Fiduciaires and OAD Fiduciari Suisse). Our services: -Incorporation of companies in Switzerland and other jurisdictions. -Management and governance (directors, board members, corporate officers). -Bank accounts. -Domicile (registered office, corporate address, mailing and secretary services). -Company administration: accounting, taxation and statutory filings. -Corporate consulting. -Family Office services -Tax Advice -Accounting

Super équipe ! très sympathique.. A recommander ! :)

Ich bin mit der Zusammenarbeit sehr zufrieden. Die Kommunikation ist immer herzlich, lösungsorientiert und zuverlässig. Meine Fragen werden jederzeit beantwortet und auf meine Wünsche wird stets eingegangen. Diese wird in die professionelle Arbeit miteinbezogen.

Financial advisory of wealthy individuals, their family, and single-family offices.

In the financial center of Lugano, Crossinvest has been a well-known and consolidated company since 1985. Beside the asset management service, the company offers a personalization service for portfolios and investment strategies and a wide range of investment funds covering different asset classes, geographical areas and risk profiles.

We make it our business to look after the affairs of families and private clients with our holistic and contemporary approach to meeting individual needs. Our services are: family office services, wealth management & advisory and asset consolidation & securities accounting.