OUR FIRM
INDEPENDENT INVESTMENT SERVICES FIRM
Cross Capital is an independent firm specialized in wealth management and corporate finance, with the unique commitment of seeking the best interest for our clients.
The company is privately held and supervised by the CNMV (Registry no. 110).
In Cross Capital we advice:
Individuals
Companies
Public Institutions
Family-offices
Foundations
VISION
Being one of the leading independent
investment services firm in Spain
MISSION
To help individuals, families, companies and institutions to meet with success their financial goals, implementing strategies that seek to maximize growth, but always taking care of personal and corporate wealth.
We want to give meaning to the investments, making them understandable.
We are committed to maintaining the highest standards of integrity and professionalism and seek to provide our clients with excellent service and results.
OUR VALUES
Independence and Integrity
Freedom of opinion and no conflict of interest. Cross Capital's is entirely owned by it's executive partners.
Excellence and specialization
Strategic vision, rigour in the analysis, tailor-made advisory, working capacity and execution of transactions.
Transparency
Information is treated with the maximum rigor and we explain with full detail our method and activity to our clients.
Proximity and Confidence
We issue an own and objective opinion with the purpose of finding the best solution for our clients, in order to build a long term relationship.
Experience and teamwork
Advisory based in our team's collective experience.
Confidentiality
Discretion and confidenciality are unnegotiable values for Cross Capital
Corporate Culture
We focuse on value creation for our customers, building long term relationships. Quality drives all that we do. Quality is not perfection, but rather, the relentless pursuit of a standard of excellence. The level of competence and knowledge is key in our profession, so our team has a permanent desire of improvement, trying to increase productivity, efficiency, using the latest technology and taking part in a continuous learning process. Client is first, we effort ourselves in making them understand what we do for them, our method and philosophy. Life is unique, so its meaningful to enjoy working, the company is aware of it and take care of its people, because they make it possible.
OUR MILESTONES
February
The company is stablished and starts it’s activity.
We sign strategic alliances with international banks.
We achieve our first mandate for a SICAV (Evolution Investment SICAV).
December
AUA: € 158 MM. / 10 Clients.
March
We innovate, launching the 1st Sicav in Spain with 2 share classes: Evolution Investment Sicav
December
July
We sign a Collaboration Agreement with MBA Business School, joining the teachers of their principal MBA Programme for the financial module.
December
Marzo
Due to it’s trackrecord:
2012: +2,37%
2013: +10,81%
2014: +6,37%
2015: +4,97%
2016: +1,49%
Since inception: +26,66%
December
September
It ends its successful journey with a return from the beginning of + 33.16% (6.02% annualized).
We continue to apply the same investment style with MILLENNIAL FUND, FI.
December
February
September
December
December
December
December
March
December
July
November
November
OUR MILESTONES
February
The company is stablished and starts it’s activity.
We sign strategic alliances with international banks.
We achieve our first mandate for a SICAV (Evolution Investment SICAV).
December
AUA: € 158 MM. / 10 Clients.
March
We innovate, launching the 1st Sicav in Spain with 2 share classes: Evolution Investment Sicav
December
July
We sign a Collaboration Agreement with MBA Business School, joining the teachers of their principal MBA Programme for the financial module.
December
Marzo
Due to it’s trackrecord:
2012: +2,37%
2013: +10,81%
2014: +6,37%
2015: +4,97%
2016: +1,49%
Since inception: +26,66%
December
September
It ends its successful journey with a return from the beginning of + 33.16% (6.02% annualized).
We continue to apply the same investment style with MILLENNIAL FUND, FI.
December
February
September
December
December
December
December
OUR MILESTONES
February
The company is stablished and starts it’s activity.
We sign strategic alliances with international banks.
We achieve our first mandate for a SICAV (Evolution Investment SICAV).
December
AUA: € 158 MM. / 10 Clients.
March
We innovate, launching the 1st Sicav in Spain with 2 share classes: Evolution Investment Sicav
December
July
We sign a Collaboration Agreement with MBA Business School, joining the teachers of their principal MBA Programme for the financial module.
December
Marzo
Due to it’s trackrecord:
2012: +2,37%
2013: +10,81%
2014: +6,37%
2015: +4,97%
2016: +1,49%
Since inception: +26,66%
December
September
It ends its successful journey with a return from the beginning of + 33.16% (6.02% annualized).
We continue to apply the same investment style with MILLENNIAL FUND, FI.
December
February
September
December
December
December
December
OUR MILESTONES
February
The company is stablished and starts it’s activity.
We sign strategic alliances with international banks.
We achieve our first mandate for a SICAV (Evolution Investment SICAV).
December
AUA: € 158 MM. / 10 Clients.
March
We innovate, launching the 1st Sicav in Spain with 2 share classes: Evolution Investment Sicav
December
July
We sign a Collaboration Agreement with MBA Business School, joining the teachers of their principal MBA Programme for the financial module.
December
Marzo
Due to it’s trackrecord:
2012: +2,37%
2013: +10,81%
2014: +6,37%
2015: +4,97%
2016: +1,49%
Since inception: +26,66%
December
September
It ends its successful journey with a return from the beginning of + 33.16% (6.02% annualized).
We continue to apply the same investment style with MILLENNIAL FUND, FI.