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SSI Wealth Management AG Employee Directory

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.

Find SSI Wealth Management AG employees' phone numbers or email addresses

SSI Wealth Management AG Global Highlights

Location
Employees

Europe
22

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  • Switzerland
    21
  • Slovakia
    1

Asia
1

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  • India
    1

SSI Wealth Management AG's Leadership

  • Chief Investment Officer, Executive Board Member at SSI Wealth Management AG
    M. S.
    Chief Investment Officer, Executive Board Member
    Mobile Phone
  • Partner at SSI Wealth Management AG
    E. N.
    Partner
    Mobile Phone
  • Chair Of The Board Of Directors - Holding Board at SSI Wealth Management AG
    S. D. F.
    Chair Of The Board Of Directors - Holding Board
    Mobile Phone
  • Founding Partner at SSI Wealth Management AG
    C. P.
    Founding Partner
    Mobile Phone
  • Unternehmensinhaber at SSI Wealth Management AG
    D. S.
    Unternehmensinhaber
    Mobile Phone
  • Relationship Manager / Project Lead at SSI Wealth Management AG
    T. H.
    Relationship Manager / Project Lead
    Mobile Phone
  • Client Relationship Manager at SSI Wealth Management AG
    C. P.
    Client Relationship Manager
    Mobile Phone
  • Vermögensverwalter at SSI Wealth Management AG
    S. Z.
    Vermögensverwalter
    Mobile Phone

SSI Wealth Management AG Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Community & Social Services
  • Legal
  • Other

Contact profiles from SSI Wealth Management AG

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer, Executive Board Member at SSI Wealth Management AG
    M. S.
    Chief Investment Officer, Executive Board Member
    Mobile Phone
    Switzerland
    Sep 17, 2026
  • Partner at SSI Wealth Management AG
    E. N.
    Partner
    Mobile Phone
    Switzerland, Zurich
    Jun 26, 2026
  • Chair Of The Board Of Directors - Holding Board at SSI Wealth Management AG
    S. D. F.
    Chair Of The Board Of Directors - Holding Board
    Mobile Phone
    Sep 12, 2026
  • Founding Partner at SSI Wealth Management AG
    C. P.
    Founding Partner
    Mobile Phone
    Switzerland, Thurgau
    Sep 03, 2026
  • Unternehmensinhaber at SSI Wealth Management AG
    D. S.
    Unternehmensinhaber
    Mobile Phone
    Switzerland, Zurich
    Sep 08, 2026
  • Relationship Manager / Project Lead at SSI Wealth Management AG
    T. H.
    Relationship Manager / Project Lead
    Mobile Phone
    Switzerland, Zurich
    Jun 25, 2026
  • Client Relationship Manager at SSI Wealth Management AG
    C. P.
    Client Relationship Manager
    Mobile Phone
    Switzerland, Zurich
    Mar 25, 2026
  • Vermögensverwalter at SSI Wealth Management AG
    S. Z.
    Vermögensverwalter
    Mobile Phone
    Switzerland, Zurich
    Sep 12, 2026

Frequently Asked Questions

What is SSI Wealth Management AG known for?

Minus sign iconPlus sign iconSSI Wealth Management AG was founded in 2010 and operates in the Financial Services industry. You can contact SSI Wealth Management AG's main corporate office by phone at
+41-44-787-6****
. Explore SSI Wealth Management AG's company overview page for more information.

What is SSI Wealth Management AG's most common email format?

Minus sign iconPlus sign iconSSI Wealth Management AG employees' email format typically follows the pattern of F.Last@ssi-wm.ch. Trying to find reliable and up-to-date employee contact data? Find more SSI Wealth Management AG email formats with LeadIQ.

How many employees does SSI Wealth Management AG have currently?

Minus sign iconPlus sign iconSSI Wealth Management AG has approximately 20 employees as of September 2026. These team members are located across 2 continents, including Europe and Asia.

Who are SSI Wealth Management AG's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, SSI Wealth Management AG's key employees include:

  • Chief Investment Officer, Executive Board Member: M. S.
  • Partner: E. N.
  • Chair Of The Board Of Directors - Holding Board: S. D. F.
  • Founding Partner: C. P.
  • Unternehmensinhaber: D. S.

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