About GATE – Our DNA Our specificity and success are based on our understanding of Geopolitical signals as well as Global Macro to best assess their influences across asset classes, complemented by a Quantamental process. A better understanding of our changing world helps us effectively advise our Institutional and Professional clients with an Independent and Uncorrelated process compared to traditional financial players. Therefore, our investment philosophy allows us to: Seek the best – Manage the worst!

mi sono affidato a loro ed ho subito capito che sono dei professionisti

Kuoni Mueller & Partner ranks among the leading Swiss real estate service providers and stands out with its unique business model. A reliable team of partners takes care of all the different aspects of your real estate properties. Their various special skills ensure a broad pool of knowledge which covers the entire spectrum of the real estate industry.

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.

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.

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.