A new reality with over thirty years of history Crossinvest Locarno SA An asset management company affiliated to the Swiss Association of Wealth Managers, founded in 2017 as a subsidiary of the Crossinvest group. We aim to serve more closely local and foreign clients in Switzerland, in particular German-speaking clients. Crossinvest Locarno SA enjoys specific in-house expertise and excellent services. Where required it also shares and relies on the extensive organisation and consolidated services of Crossinvest SA, which for thirty years has guaranteed its clients with the best quality standards in compliance with FINMA regulations. Crossinvest Locarno SA overlooks the Piazza Grande, in the heart of Locarno, and employs a staff of 9 professionals with a cumulative experience of more than 160 years in the sector. A history of achievements More than three decades after the founding of Crossinvest SA, with the birth of Crossinvest Locarno SA in 2017, the group continues to pursue its objectives, such as continuity, asset protection and sustainable growth. Crossinvest SA is a member of ASG, the Swiss Association of Asset Managers, and ASWM, the Alliance of Swiss Wealth Managers. Crossinvest Locarno SA takes an important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. • 1985 Birth of Crossinvest SA. From this year on, our aim has been to combine tradition and experience to serve our customers with the precision and attention typical of "Made in Switzerland". • 2007 The turning point. The relationship with FINMA begins; the company is authorised to operate as an asset manager of collective investment schemes. • 2011 A partnership in Milan. Crossinvest's subsidiary Crossfid SpA is born, a static trustee also able to assist clients on international regulatory issues. • 2012 A way to invest more effectively: the Luxembourg-based Crossfund Sicav platform is created. • 2013 A real commitment. The management of Crossinvest SA joins the company's shareholders. • 2014 The consolidation of the risk management unit. Given the specific know-how developed over the years, we offer third-party companies the opportunity to use our services and advice. • 2015 A new service. Founding of Cube8 SA, a strategic advisory firm for extraordinary finance and M&A transactions. • 2017 Birth of Crossinvest Locarno SA. An important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. • 2018 Next Family Wealth, a family office service offering support to control family wealth. • 2020 Creation of Crossinvest Zürich AG. A strong desire to open up to the Swiss financial capital. A new meeting opportunity for an international clientele. Essential elements Crossinvest Locarno SA shares and promotes the cornerstones of the corporate culture of the Crossinvest group. Independence, reliability, competence and attention to relationships are values rooted in time, guiding both our everyday actions and strategic decisions. Our job is pure passion, always on the customer’s side Crossinvest Locarno SA’s offering focuses on wealth management. In order to guarantee comprehensive and quality financial advice, the company also offers family office and mortgage management services as well as external partnerships with trusted professionals. Asset management https://www.crossinvest-locarno.ch/en/skills/#1 Family Office https://www.crossinvest-locarno.ch/en/skills/#2 Mortgage management https://www.crossinvest-locarno.ch/en/skills/#3 External partnerships https://www.crossinvest-locarno.ch/en/skills/#4

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A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours