SSA Wealth Advisors (SSA Swiss Advisors AG) provides both Multi-Family Office and Investment Advisory & Discretionary Management Services
We combine the advantages of an independent investment advisor with the stability of being backed by Santander Group, one of the world’s top financial institutions.
As an independent investment advisor, we are registered both in Switzerland as a member of the Swiss Limited Corporation for Supervision (AOOS), a self-regulatory organization that is recognized by FINMA (the Swiss Financial Services Regulator) as well as with the U.S. Securities and Exchange Commission (SEC) under the U.S. Investment Advisers Act of 1940 (“Advisers Act”).
This dual registration and operational setup allow us to support high-net-worth individuals with our investment services in an increasingly complex global environment while meeting the specific needs of U.S. and non-U.S. clients.
Multi-Family Office Services
Our clients’ personal and professional situation may require operating with multiple banks. This diversification includes investing in different types of assets (financial and non-financial) across several jurisdictions, and making use of sophisticated estate planning tools to preserve their wealth for future generations.
There is an increased demand on our clients’ time, knowledge, and resources for obtaining a clear and up-to-date view of their assets, controlling exposure to different types of risk, evaluating the investment proposals of each institution, and analyzing the impact of legal changes on their wealth structure.
The dedicated and experienced multidisciplinary team at SSA Wealth Advisors offers solutions tailored to support and address all the above-mentioned requirements.
Investment Advisory & Discretionary Management Services
Our proven investment concept combines the philosophy of traditional Swiss private banking with a clear focus on investment performance. This translates into a truly personalized service that prioritizes capital preservation and sustainable growth over the long-term.
To respond to our client’s needs, we offer both bespoke investment solutions and traditional discretionary portfolio management services.