Awards for Distinction 2018 – Best Wealth Manager – Client Experience





Rohit Bhuta


“We have taken our inspiration from the pure private banks of yesteryear when alignment with client interests used to be paramount. We take pride in our ability to offer an investment philosophy that is focused on doing what is right for our clients, at all times and without compromise. Our business model enables us to establish and maintain a core relationship with our stakeholders based on trust, empathy, and knowledge. Our vision is to create a benchmark of excellence in the private wealth management space — and being recognised as Best Wealth Manager – Client Experience serves as an endorsement to this, our vision, our philosophy, and our strategy. This is a proud moment for all of us at Crossinvest, and we thank Asian Private Banker for this recognition.”

Winners rationale

The key to the success and sustainability of any wealth management firm is client satisfaction. Indeed, satisfied clients not only bring in more assets but also drive referrals and inter-generational business.

In 2018, Crossinvest’s client-centric ethos and long-term approach attracted new investors and ensured its existing clientele remained steadfast amid a challenging year for markets overall. In fact, over the 12 months under consideration, the IAM enjoyed significant growth in overall client numbers, particularly via new advisors and referrals.

Independence is what makes true client-centricity possible for Crossinvest, which focuses solely on third-party best-of-breed investment solutions and direct investments, offers no in-house products, takes no commission or kickbacks, and ensures its teams are not monetarily motivated by sales and product targets. Such practices result in a transparent, 100% fee-based model aligned with clients’ interests. To further increase transparency and fee-related education, the wealth manager offers potential clients cost- and obligation-free portfolio reviews, creates comprehensive infographics, and regularly publishes thought leadership papers.

In addition, Crossinvest understands that fintech solutions can transform the client journey, particularly Asian clients who typically emphasise convenience and prefer adopting a more hands-on approach. As a pioneer, Crossinvest deployed Assetmax — a digitalised, comprehensive CRM and portfolio management system — in 2017, accessible by staff and clients all over the world. The extensive platform allows for multi-custodian reconciliation, portfolio consolidation, customisable reporting, compliance checks, as well as up-to-date data sharing and fee management.

However, the heart of client experience lies in human relationships and Crossinvest has committed to building and maintaining connections through a collaborative, personal approach throughout the client journey. From the outset, the IAM focuses on the long-term goals of its prospects, even turning away potential clients seeking get-rich-quick schemes. And for clients without a private bank account, Crossinvest leverages its range of custody bank relationships to provide a streamlined account-opening process unbound by legacy custodial agreements.

Once established, clients enjoy access to the wealth manager’s top-ranking employees across multiple touch points. They are also provided daily, weekly, and monthly market updates, ad hoc reports, monthly portfolio reviews, as well as consolidated investment analyses upon request.

Since setting up in Asia in 2005, Crossinvest has developed a solid reputation amongst investors whose experience with the wealth manager continues to exceed expectations.

Crossinvest is Asian Private Banker’s Best Wealth Manager – Client Experience for 2018.

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