Crossinvest (Asia) Pte Ltd
About This Business
Swiss Heritage
Privately-Owned Financial Institution
We are a privately-owned financial institution, with almost 40 years of Swiss heritage that exemplifies the finest wealth & asset management traditions.
As an award-winning independent asset manager, we are keenly aware of the importance of considering the cross generational impact of investment and wealth-management decisions.
We appreciate that every client is unique, and every need is different. This leads us to create tailored solutions to meet our clients’ goals while maintaining institutionalized processes of asset management.
Our key business areas are asset & wealth management, private equity & venture capital and family office services. We work exclusively with high & ultra-high-net-worth individuals, families and institutions.
Experience, Expertise and Excellence
Market Knowledge
More than 185 years of combined market experience
Specific Skillset
Equities, Fixed Income, Foreign Exchange, Loans, Mortgages,Funds, Private Investments, Structured Products, Mergers & Acquisitions
Institutional Background
ABN, ANZ Bank, BAML, UOB, CIC, Natixis, BOS, Barclays, Citibank, Credit Suisse, DBS, EFG Bank, Emirates Bank, HSBC, Julius Baer, Lloyds, Morgan Stanley, PWC, Safra Sarasin
Employment Experience
New York, London, Frankfurt, Tokyo, Paris, Zurich, Dubai, Singapore & Hong Kong
Research Capabilities
Dedicated teams committed Macro and Micro Research across asset classes: Fixed Income, Equity and Alternative Assets
Significant resources have been invested in developing robust and auditable investment processes
Key People
Lucy Gao-Azak
Chief Operating Officer & Head of Wealth Management
“The secret to successful investing is the result of persistent hard work, preparation and experience.”
Nicholas Moraitis
Managing Director - Private Clients
“With creativity there is a solution for nearly any problem”
Eunice Yvette Ng
“The secret to successful client relationships is transparent open communication, integrity and honesty.”
M.K. Chan
M.K. Chan - Head of Middle Office & Client Accounts
Cem Azak
Chairman & CEO
“Knowing what you don’t know is more important than what you think you know”
Lucy Gao-Azak
Chief Operating Officer & Head of Wealth Management
“The secret to successful investing is the result of persistent hard work, preparation and experience.”
Nicholas Moraitis
“With creativity there is a solution for nearly any problem”
Eunice Yvette Ng
“The secret to successful client relationships is transparent open communication, integrity and honesty.”
M.K. Chan
M.K. Chan - Head of Middle Office & Client Accounts
Cem Azak
Chairman & CEO
“Knowing what you don’t know is more important than what you think you know”
Lucy Gao-Azak
Chief Operating Officer & Head of Wealth Management
“The secret to successful investing is the result of persistent hard work, preparation and experience.”
Nicholas Moraitis
“With creativity there is a solution for nearly any problem”
Eunice Yvette Ng
“The secret to successful client relationships is transparent open communication, integrity and honesty.”
Our Awards, Accolades & Memberships
Crossinvest Recent Awards
Winner (2024) – Best Portfolio Management in Asia– Wealth Briefing Asia
Winner (2024) – Most Effective Investment Service– Private Banker International
Winner (2023) – Most Innovative Digital Offering– Private Banker International
Winner (2023) – Best Servicing Clients From Australia– Wealth Briefing Asia
Winner (2023) – Best Servicing Clients From Singapore– Wealth Briefing Asia
Winner (2022) – Overall Digital Engagement – Wealth Briefing Asia
Winner (2022) – Innovative Use of Technologies – Wealth Briefing Asia
Winner (2022) – Best Client Service – Wealth Briefing Asia
Winner (2022) – Most Effective Investment Service Offering – Private Banker International
Winner (2021) – Rising Star for Asia-Pacific – Private Banker International
Winner (2021) – Best Independent Wealth Manager Singapore – International Business Magazine
Winner (2021) – Best Multi-Family Office – International Business Magazine
Member –IBF – The Institute of Banking & Finance Singapore
Member –SBF – Singapore Business Federation
Founding Member –AIWM – Association of Independent Wealth Managers (Singapore)
Member –AHK –Singapore – German Chamber of Industry and Commerce
Our Awards & Accolades
Crossinvest (Asia) is a multi award-winning asset manager.