About us
Location
SSI Wealth Management AG is an independent wealth manager based in Bäch (Schwyz).
Founding
We were founded in 2010 by former members of the executive board of a private bank in Zurich. They are still involved as partners in the company today.
Team
We are proud of our team, which impresses with its high level of professional competence and willingness to provide service. Our goal is to inspire you with our commitment and our investment solutions.
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Oliver Amstad
MEMBER OF THE BOARD OF DIRECTORS SSI WM/ DELEGATE OF THE BOARD OF DIRECTORS SSI HOLDING / Founding Partner
Over 30 years of experience in wealth and investment banking. Of which 5 years as a member of the Executive Board of a Zurich private bank and since 2010 CEO and founding partner of SSI Wealth Management AG. Qualifications as business economist HFW and Swiss certified finance and investment expert, AZEK.
«We care about you»
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Dr. Sylva de Fluiter
Chairwoman of the Board of Directors SSI Holding
Joined SSI in 2023. Past 15 years executive positions in various companies in the Financial Service Industry. Positions include CEO, CRO, COO. Currently focus on Board memberships as well as strategy consulting, organisational development and leadership advice.
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Daniel Franke
Senior Relationship Manager / Partner
With SSI since 2017. Federal diploma in economics and business administration, HWZ. 20 years of experience in private banking, including 7 years as an independent asset manager for wealthy private clients.
«Managing my clients assets is more than my job, it is my passion.»
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Salomon J. Guggenheim
Chairman of the board of directors SSI WM
Joined SSI in 2017. President & CEO of Thunderbird Resorts Inc. / Member of the Board of Directors since 2002. Former Managing Partner of Gutzwiller & Partner Ltd. (buyout from E. Gutzwiller & Cie., Banquiers, Private Bank, Basle). Former Managing Director of Rabo Investment Management Ltd. Serves in various companies as board member including LB Swiss Investment Ltd.
«We make our clients our friends»
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Tim Hugi
Relationship Manager
Active as a client advisor at SSI Wealth Management AG since the beginning of 2022. Before joining SSI, completed a banking entry program at a major Swiss bank and gathered several years of experience in serving private and institutional clients. BSc in Business Administration with a specialization in Banking & Finance (pending). An upbeat personality with a lot of zest for life and dedication.
«Carpe Diem»
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Manuel Imhof
CEO
MAS in digital excellence in financial services (in training). MBA from University of Lugano, MAS in banking and finance (CFA track), BA in business administration. More than 17 years of experience in portfolio management, investment advisory and client advisory in international private banking and with institutional clients. With SSI since 2018.
«Put the client in the center of what you do and go the extra mile»
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David Kalberer
Member of the Board of Directors SSI Holding
Joined SSI in 2017. Managing Partner of FinLaw AG, a Swiss law firm for financial service providers and fintech. Former Managing Director of Credit Suisse International Wealth Management. Former Executive Chairman of an international alternative energy group. Former Head of Legal of a large family office and board member of private equity holding companies.
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Erik Nordgren
Senior Relationship Manager / Partner
Almost 20 years experience of International Private Banking and Partner at SSI since 2017.
Master and Bachelor University Degrees with focus on Mathematics and Financial Analysis.
Significant knowledge of holding structures as well as Life Insurance set-ups in Europe.
Expertise within both Macro- and Microeconomics as well great understanding of company valuations.
Superb network of experts within tax structuring and setups for clients in Europe – especially Scandinavia. More than 10 years of experience in educating next generation in how the financial markets work.
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Christian Pasina
Senior Relationship Manager / Founding Partner
Several years of experience in stock exchange trading and as a consultant for private and institutional clients (including pension funds). Senior position in portfolio management and equity research. Since 1995, investment advisor in private banking in Switzerland and internationally, including 7 years as a member of the executive board of a private bank in Zurich (Deputy CEO). Founding member and with SSI since 2011.
«Investment advice has to be serious and competent, especially if it is to be success-based and at the same time safety-conscious»
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Christoph Schlauri
COO
Many years of experience in advising and supporting private clients in the areas of investments, pensions and financing. Senior positions at major banks. Head of private banking at a Zurich regional bank. Head of Legal & Compliance for SSI since 2016.
«We can only be strong and develop as a team»
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Daniel Schlauri
Founding Partner / MEMBER OF THE BOARD OF DIRECTORS SSI WM
Has worked as a founding partner for SSI Wealth Management AG since 2010. Gained significant experience in national and international private banking at a major Swiss bank. More than 15 years working as a member of the executive board of a well-known private bank in Zurich, including as CEO for the last 5 years.
«Long-standing client relationships became personal friendships»
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Severino Zollinger
Senior Relationship Manager
Many years of experience in international private banking at a major Swiss bank. Additionally, a member of the executive board of a well-known private bank in Zurich for more than 10 years. Joined SSI in 2016 as this structure is much more suitable for him to optimally meet the needs of clients.
«Swiss know-how in private banking is something we live not just promise»
Philosophy
Sustainability, stability & integrity: these three core values characterise the way we think and act at SSI and at the same time are our promise of diligence and success.
Sustainability
Sustainability
For us, sustainability, i.e. a long-term, effective strategy, is a key factor in your success. A positive consequence is that it leads to close, usually long-term partnerships.
Stability
Stability
Stability is the consistent focus on your needs and goals and the jointly defined strategy. The focus is on transparent, high-quality investments without taking unnecessary risks.
Integrity
Integrity
Built on the pillars of discretion, credibility and fairness, integrity forms the basis for the trust you place in us.
News & Media
SSI Wealth Management enters partnership with Cinerius Financial Partners
Cinerius Financial Partners AG, based in Zug, is an asset management group that unites independent asset managers in Switzerland, Germany and Liechtenstein under one roof in order to support them in their growth and ensure succession solutions.
SSI WEALTH MANAGEMENT LICENSED BY FINMA
SSI Wealth Management AG is pleased to announce being licensed by FINMA.
"The FINMA authorization confirms that all necessary requirements have been met and gives us the opportunity to move forward and focus on our core business" Salomon J. Guggenheim, Chairman SSI Wealth Management AG
SSI Wealth Management AG would like to thank all parties involved who have made an enormous contribution to obtaining the license.
Change in the board of directors
At the Annual General Meeting of SSI Wealth Management AG, held in Bäch, on April 19th 2023, the following persons have been newly elected to the Board of Directors:
Dr. Sylva de Fluiter, Kilchberg
Dr. Sylva de Fluiter has successfully held top executive positions in various areas of leading financial services companies during the last 15 years and has a remarkable track record. We are convinced that Dr. Sylva de Fluiter with her competencies is going to be a valuable addition to our Board of Directors and we warmly welcome her.
Mr. Daniel Schlauri, Andermatt
Mr. Daniel Schlauri has been an active partner and shareholder of SSI Wealth Management AG, Bäch, since its foundation 13 years ago, and has played a major role in its successful development. Mr. Schlauri will perfectly complement our Board of Directors in the future with his profound knowledge in the financial sector and we welcome him as well.
SSI Wealth Management AG, is one of the leading Swiss Wealth & Asset Management companies with a solid foundation and we intend, together with our newly formed Board of Directors and our employees, to continue to maintain and expand our position.
In the name of the Board of Directors
Salomon J. Guggenheim
Chairman
SSI Wealth Management AG joined Alliance of Swiss Wealth Managers
SSI Wealth Management AG joined Alliance of Swiss Wealth Managers as a member. The ASV/ASWM is the ideal platform to exchange ideas and best practices between the key players in the dynamic EAM environment.
Please find below the press releases:
Schroders Zurich investment consulting head joins IAM as portfolio management head
Michael Sullivan, formerly head of investment consulting for Zurich at Schroders, joined SSI Wealth Management as head of portfolio management in June 2022.
Switzerland Top 50 independent Asset Managers 2022
SSI Wealth Management AG, represented by our CEO Oliver Amstad, has been selected by Citywire Switzerland for the third consecutive year among the Top 50 Independent Asset Managers across Switzerland and Liechtenstein.
Oil, crypto and gold: WMs discuss allocation changes
Our CEO Oliver Amstad interviewed by Citywire Switzerland about current view on asset allocation changes.
From ESG to more impact.
We are pleased to announce our new partnership with Carnot Capital AG.
Memberships
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Awards
Winner
Citywire Top 50
Independent asset managers
