SSI Wealth Management AG Email Format
Financial ServicesSchwyz, Switzerland11-50 Employees
SSI Wealth Management AG is an independent wealth and asset management firm based in Bäch, in the canton of Schwyz, Switzerland. It serves both private clients and institutional clients such as foundations and companies, providing asset management and related services. The firm is a member of the Swiss Association of Asset Managers (VSV), reflecting its professional alignment within the Swiss financial services sector. The company was established in 2010 by former board members of a Zurich private bank, who continue to participate as partners. In January 2024, Adaptivv Financial Technologies Ltd. partnered with SSI Wealth Management AG to upgrade risk management. This collaboration illustrates the firm's engagement with external specialists to strengthen risk controls and client services.