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DirectoryFinance & InsuranceFinancial ServicesZurichSSA Swiss Advisors AG
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SSA Swiss Advisors AG

Summary

About the company

The core activity of SSA Wealth Advisors (SSA Swiss Advisors AG) is the provision of financial services, in particular: * Investment Advisory & Discretionary Management Services: The company offers individual investment advice and wealth management tailored to the needs of high-net-worth individuals. * Multi-Family Office Services: The company supports wealthy families in managing their assets, including evaluating investment proposals, analyzing legal changes, and creating solutions for asset structuring. The company combines the benefits of an independent investment advisor with the stability provided by its affiliation with the Santander Group, one of the world's leading financial institutions.

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Products & services

Industry:Financial Services
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Multi-Family Office Services
Multi-family office services for family wealth across multiple banks, wealth overview, asset-management tools, risk analysis and support with succession planning and wealth structuring.
Investment Advisory
Investment advice based on client-specific investment profiles, needs and objectives; selection and recommendation of investments, explanation of their implications and final approval by the client.
Discretionary Portfolio Management
Asset management with standardized or client-specific investment profiles; implementation of the strategy by the team, taking into account market complexity and volatility.
Global Reporting
Consolidated wealth overview across various assets and investments, with tools to manage different asset classes and investments.
Portfolio Analysis
Periodic and systematic analysis of investment portfolios to increase transparency, centralized risk management, support strategic decision-making and identify opportunities.

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Location

Uraniastrasse 34
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-186.406.371
Founded
2012 · 14 years
Last commercial register change
October 30, 2025
Employees
11 to 20

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