Ssa Swiss Advisors AG
SSA Swiss Advisors AG, operating as SSA Wealth Advisors, is a Zurich-based investment advisory firm and multi-family office founded in February 2012. The company is registered with Swiss FINMA and the U.S. SEC, serving high-net-worth individuals, trusts, and family offices from both the U.S. and abroad. A wholly-owned subsidiary of Banco Santander International SA, SSA Swiss Advisors employs 8 professionals and supports clients with comprehensive investment management and advisory solutions focused on global wealth structuring and asset preservation.
Investment Strategy
SSA Swiss Advisors AG offers multi-family office services and discretionary/non-discretionary investment advisory, emphasizing risk-controlled, client-centric portfolio construction. Their strategy merges traditional Swiss private banking philosophies with contemporary performance goals, prioritizing capital preservation, sustainable long-term growth, and bespoke solutions. Portfolio management is tailored to individual client objectives, risk tolerance, and restrictions, often diversifying by asset class and geography to meet the needs of high-net-worth individuals and family offices. Clients benefit from the firm's multidisciplinary expertise and its connection to the Santander Group, giving access to sophisticated estate planning and multi-jurisdictional investment capabilities.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO LTD. | 4.74% | $9.8M | 52,680 | $173.23 | $181.74 | -$654.1K |
S SPY | STATE STREET CORPORATION | 3.54% | $7.3M | 11,629 | $559.39 | $617.85 | -$1.7M |
G GLD | STATE STREET CORPORATION | 3.52% | $7.3M | 23,347 | $288.14 | $304.83 | +$368.8K |
T TIP | BLACKROCK, INC. | 3.28% | $6.8M | 61,999 | $111.09 | $110.04 | -$313.2K |
E EWL | BLACKROCK, INC. | 3.28% | $6.8M | 122,263 | $51.79 | $54.81 | -$799.0K |