A new reality with over thirty years of history Crossinvest Locarno SA An asset management company affiliated to the Swiss Association of Wealth Managers, founded in 2017 as a subsidiary of the Crossinvest group. We aim to serve more closely local and foreign clients in Switzerland, in particular German-speaking clients. Crossinvest Locarno SA enjoys specific in-house expertise and excellent services. Where required it also shares and relies on the extensive organisation and consolidated services of Crossinvest SA, which for thirty years has guaranteed its clients with the best quality standards in compliance with FINMA regulations. Crossinvest Locarno SA overlooks the Piazza Grande, in the heart of Locarno, and employs a staff of 9 professionals with a cumulative experience of more than 160 years in the sector. A history of achievements More than three decades after the founding of Crossinvest SA, with the birth of Crossinvest Locarno SA in 2017, the group continues to pursue its objectives, such as continuity, asset protection and sustainable growth. Crossinvest SA is a member of ASG, the Swiss Association of Asset Managers, and ASWM, the Alliance of Swiss Wealth Managers. Crossinvest Locarno SA takes an important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. • 1985 Birth of Crossinvest SA. From this year on, our aim has been to combine tradition and experience to serve our customers with the precision and attention typical of "Made in Switzerland". • 2007 The turning point. The relationship with FINMA begins; the company is authorised to operate as an asset manager of collective investment schemes. • 2011 A partnership in Milan. Crossinvest's subsidiary Crossfid SpA is born, a static trustee also able to assist clients on international regulatory issues. • 2012 A way to invest more effectively: the Luxembourg-based Crossfund Sicav platform is created. • 2013 A real commitment. The management of Crossinvest SA joins the company's shareholders. • 2014 The consolidation of the risk management unit. Given the specific know-how developed over the years, we offer third-party companies the opportunity to use our services and advice. • 2015 A new service. Founding of Cube8 SA, a strategic advisory firm for extraordinary finance and M&A transactions. • 2017 Birth of Crossinvest Locarno SA. An important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. • 2018 Next Family Wealth, a family office service offering support to control family wealth. • 2020 Creation of Crossinvest Zürich AG. A strong desire to open up to the Swiss financial capital. A new meeting opportunity for an international clientele. Essential elements Crossinvest Locarno SA shares and promotes the cornerstones of the corporate culture of the Crossinvest group. Independence, reliability, competence and attention to relationships are values rooted in time, guiding both our everyday actions and strategic decisions. Our job is pure passion, always on the customer’s side Crossinvest Locarno SA’s offering focuses on wealth management. In order to guarantee comprehensive and quality financial advice, the company also offers family office and mortgage management services as well as external partnerships with trusted professionals. Asset management https://www.crossinvest-locarno.ch/en/skills/#1 Family Office https://www.crossinvest-locarno.ch/en/skills/#2 Mortgage management https://www.crossinvest-locarno.ch/en/skills/#3 External partnerships https://www.crossinvest-locarno.ch/en/skills/#4

Je recommande M. Rüegg et les services de domiciliation de mon entreprise.

Specialized in the fiduciary and service provider markets, we offer solutions tailored to these segments – from accounting software (financial and payroll accounting) to time tracking software, order processing (ERP), and document management systems (DMS). For fiduciary companies, we also provide comprehensive support for your fiduciary IT, right up to the fiduciary platform (fiduciary cloud), which can also include your clients. Step into the digital age with us.

top

WHAT WE DO To allow individuals to remain at home despite illness, injury, disability, maternity, old age, or socio-family difficulties requiring care and assistance, SPITEX Tre Valli provides care services covered by health insurance (LAMal) and offers practical help with household activities, which are billed directly to the user. HOURS AND MODES OF INTERVENTION SPITEX Tre Valli operates 7/7 and 24h/24 (during the night in collaboration with Tre Valli Rescue). SERVICES COVERED BY LAMal Advice and instructions – Opre Art. 7 let. a • Initial assessment • New assessment • Initial care planning within the framework of needs assessment • Determination of care needs within the framework of needs assessment (service list) • Consultation with the doctor / SACD for needs assessment • Care instructions / advice to the user or family members Examinations and treatments – Opre Art. 7 let. b • Hygiene and comfort • Nutrition / diets • Dressings and aids • Vital signs monitoring / nursing activities for diagnostic investigations • Other care / assistance services Basic care – Opre Art. 7 let. c • Hygiene and comfort • Nutrition / diets • Basic care for psychiatric and psychogeriatric disorders • Other care / assistance services SERVICES CHARGED TO THE USER • Housekeeping • Laundry, ironing • Accompaniment, mobilization • Assistance • Meal administration WHAT WE DO NOT DO • We do not replace available active resources (family members, volunteers, other organizations, etc.) • We do not perform major cleaning and/or housekeeping tasks • We do not handle relocations • We do not manage financial affairs • We do not transport people PARENT-CHILD AREA

• Owner-managed stock corporation • Advisory services in holistic wealth, pension and tax planning • Independent of banks, insurance companies and other financial intermediaries • VPZ is an advisory firm, does not engage in asset management and does not offer its own financial products • Neutral and independent advice on a fee basis Our holistic and independent advice has characterized us since our company was founded in 2001 and has always been our most important success factor. At VPZ, the focus is on you and we work with you - in trusting and personal discussions - to find your individual solution, tailor-made, sustainable, long-term and always success-oriented!

Diligence des mandats attribués par les propriétaires et parfait suivi des travaux

THANK YOU FOR YOUR INTEREST IN OUR RANGE OF SERVICES. Our company offers comprehensive and professional support and advice in the entire fiduciary area. The aim is to provide competent support, tailored to the needs of our clients. We offer all services both in your company on a freelance basis or in our office as an outsourcing partner. We are holders of the Swiss Federal Certificate of Competence "Specialists in Finance and Accounting". Thanks to many years of sound professional experience, we are able to provide our services reliably, efficiently and at a high level of quality. As a trustworthy partner, we will be happy to advise you individually and develop professionally sound, progressive and practice-oriented solutions with optimal price/performance ratios. Precise accounting as the basis for your success!