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OUR FIRM

Servicios de Inversión

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:

Particulares
Individuals
Empresas
Companies
Organismos
Public Institutions
Family Offices
Family-offices
Fundation
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

timeline_pre_loader
2013

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).

October

Cross Capital’s 1st Forum of Finance

December

AUA: € 158 MM. / 10 Clients.

2014

February

II Cross Capital Finance Forum

March

We innovate, launching the 1st Sicav in Spain with 2 share classes: Evolution Investment Sicav

July

We advise a debt private placement issued by the Canary Government.

+ Info

December

AUA: € 268 MM. / 18 Clients.
2015

February

III Cross Capital Finance Forum

+ info

July

We sign a Collaboration Agreement with MBA Business School, joining the teachers of their principal MBA Programme for the financial module.

December

AUA: € 311 MM€ / 33 Clients.
2016

January

We launched with Renta 4 Gestora, our investment fund MILLENNIAL FUND, FI

+ info

April

We launched with Caser Pensiones, our pension plan LEGACY PPI

+ info

April

IV Finance Forum Cross Capital

+ info

Marzo

Our advised product Evolution Investment Sicav achieves 4 star rating by Morningstar.

morning-300x135
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

AUA: 410 MM€ / 41 Clients. 
2017

April

V Finance Forum Cross Capital

+ info

September

Evolution Investment Sicav is absorbed by Kalyani Sicav.

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

AUA: 465 MM€ / 53 Clients. We launch our financial advisory activity for audiovisual productions in Canary Islands.
2018

February

We receive Mandate for advising KALYANI SICAV, S.A.

April

VI Foro de finanzas Cross Capital.

+info

September

We start our collaboration with radio COPE in Tenerife and INTERECONOMIA with national scope.

December

Assets Advised: 483 MM. € / 60 clients

OUR MILESTONES

timeline_pre_loader
2013

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).

October

Cross Capital’s 1st Forum of Finance

December

AUA: € 158 MM. / 10 Clients.

2014

February

II Cross Capital Finance Forum

March

We innovate, launching the 1st Sicav in Spain with 2 share classes: Evolution Investment Sicav

July

We advise a debt private placement issued by the Canary Government.

+ Info

December

AUA: € 268 MM. / 18 Clients.
2015

February

III Cross Capital Finance Forum

+ info

July

We sign a Collaboration Agreement with MBA Business School, joining the teachers of their principal MBA Programme for the financial module.

December

AUA: € 311 MM€ / 33 Clients.
2016

January

We launched with Renta 4 Gestora, our investment fund MILLENNIAL FUND, FI

+ info

April

We launched with Caser Pensiones, our pension plan LEGACY PPI

+ info

Marzo

Our advised product Evolution Investment Sicav achieves 4 star rating by Morningstar.

morning-300x135
Due to it’s trackrecord:

2012: +2,37%

2013: +10,81%

2014: +6,37%

2015: +4,97%

2016: +1,49%

Since inception: +26,66%

April

IV Finance Forum Cross Capital

+ info

December

AUA: 410 MM€ / 41 Clients. 
2017

April

V Finance Forum Cross Capital

+ info

September

Evolution Investment Sicav is absorbed by Kalyani Sicav.

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

AUA: 465 MM€ / 53 Clients. We launch our financial advisory activity for audiovisual productions in Canary Islands.
2018

February

We receive Mandate for advising KALYANI SICAV, S.A.

April

VI Foro de finanzas Cross Capital.

+info

September

We start our collaboration with radio COPE in Tenerife and INTERECONOMIA with national scope.

December

Assets Advised: 483 MM. € / 60 clients

OUR MILESTONES

timeline_pre_loader
2013

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).

October

Cross Capital’s 1st Forum of Finance

December

AUA: € 158 MM. / 10 Clients.

2014

February

II Cross Capital Finance Forum

March

We innovate, launching the 1st Sicav in Spain with 2 share classes: Evolution Investment Sicav

July

We advise a debt private placement issued by the Canary Government.

+ Info

December

AUA: € 268 MM. / 18 Clients.
2015

February

III Cross Capital Finance Forum

+ info

July

We sign a Collaboration Agreement with MBA Business School, joining the teachers of their principal MBA Programme for the financial module.

December

AUA: € 311 MM€ / 33 Clients.
2016

January

We launched with Renta 4 Gestora, our investment fund MILLENNIAL FUND, FI

+ info

April

We launched with Caser Pensiones, our pension plan LEGACY PPI

+ info

April

IV Finance Forum Cross Capital

+ info

Marzo

Our advised product Evolution Investment Sicav achieves 4 star rating by Morningstar.

morning-300x135
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

AUA: 410 MM€ / 41 Clients. 
2017

April

V Finance Forum Cross Capital

+ info

September

Evolution Investment Sicav is absorbed by Kalyani Sicav.

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

AUA: 465 MM€ / 53 Clients. We launch our financial advisory activity for audiovisual productions in Canary Islands.
2018

February

We receive Mandate for advising KALYANI SICAV, S.A.

April

VI Foro de finanzas Cross Capital.

+info

September

We start our collaboration with radio COPE in Tenerife and INTERECONOMIA with national scope.

December

Assets Advised: 483 MM. € / 60 clients

OUR MILESTONES

timeline_pre_loader
2013

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).

October

Cross Capital’s 1st Forum of Finance

December

AUA: € 158 MM. / 10 Clients.

2014

February

II Cross Capital Finance Forum

March

We innovate, launching the 1st Sicav in Spain with 2 share classes: Evolution Investment Sicav

July

We advise a debt private placement issued by the Canary Government.

+ Info

December

AUA: € 268 MM. / 18 Clients.
2015

February

III Cross Capital Finance Forum

+ info

July

We sign a Collaboration Agreement with MBA Business School, joining the teachers of their principal MBA Programme for the financial module.

December

AUA: € 311 MM€ / 33 Clients.
2016

January

We launched with Renta 4 Gestora, our investment fund MILLENNIAL FUND, FI

+ info

April

We launched with Caser Pensiones, our pension plan LEGACY PPI

+ info

April

IV Finance Forum Cross Capital

+ info

Marzo

Our advised product Evolution Investment Sicav achieves 4 star rating by Morningstar.

morning-300x135
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

AUA: 410 MM€ / 41 Clients. 
2017

April

V Finance Forum Cross Capital

+ info

September

Evolution Investment Sicav is absorbed by Kalyani Sicav.

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

AUA: 465 MM€ / 53 Clients. We launch our financial advisory activity for audiovisual productions in Canary Islands.
2018

February

We receive Mandate for advising KALYANI SICAV, S.A.

April

VI Foro de finanzas Cross Capital.

+info

September

We start our collaboration with radio COPE in Tenerife and INTERECONOMIA with national scope.

December

Assets Advised: 483 MM. € / 60 clients

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