SSI Wealth Management AG logo

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
20

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  • Switzerland
    20

Asia
1

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  • India
    1

SSI Wealth Management AG's Leadership

  • Stylized image of a person
    M. I.
    Ceo Ssi Wealth Management Ag
    Phone icon
  • Stylized image of a person
    M. S.
    Chief Investment Officer, Executive Board Member
    Phone icon
  • Stylized image of a person
    E. N.
    Partner
    Phone icon
  • Stylized image of a person
    C. P.
    Founding Partner
    Phone icon
  • Stylized image of a person
    C. P.
    Client Relationship Manager
    Phone icon
  • Stylized image of a person
    S. D. F.
    Chair Of The Board Of Directors - Holding Board
    Phone icon
  • Stylized image of a person
    S. Z.
    Vermögensverwalter
    Phone icon
  • Stylized image of a person
    T. H.
    Relationship Manager / Project Lead
    Phone icon

SSI Wealth Management AG Employee Metrics

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

Contact profiles from SSI Wealth Management AG

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. I.
    Ceo Ssi Wealth Management Ag
    Phone icon
    Jun 02, 2025
  • Stylized image of a person
    M. S.
    Chief Investment Officer, Executive Board Member
    Phone icon
    Switzerland
    Jan 28, 2026
  • Stylized image of a person
    E. N.
    Partner
    Phone icon
    SwitzerlandZurich
    Jun 26, 2026
  • Stylized image of a person
    C. P.
    Founding Partner
    Phone icon
    SwitzerlandThurgau
    Jun 02, 2026
  • Stylized image of a person
    C. P.
    Client Relationship Manager
    Phone icon
    SwitzerlandZurich
    Mar 25, 2026
  • Stylized image of a person
    S. D. F.
    Chair Of The Board Of Directors - Holding Board
    Phone icon
    May 31, 2026
  • Stylized image of a person
    S. Z.
    Vermögensverwalter
    Phone icon
    SwitzerlandZurich
    Apr 15, 2026
  • Stylized image of a person
    T. H.
    Relationship Manager / Project Lead
    Phone icon
    SwitzerlandZurich
    Jun 25, 2026

Frequently Asked Questions

What is SSI Wealth Management AG known for?

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SSI Wealth Management AG was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 4 Lindenhofweg Bäch sz, Schwyz 8806 Switzerland; you can contact the main corporate office by phone at . Explore SSI Wealth Management AG's company overview page for more information.

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

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SSI Wealth Management AG employees' email format typically follows the pattern of . 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?

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SSI Wealth Management AG has approximately 24 employees as of May 2026. These team members are located across 2 continents, including EuropeAsia.

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

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

  • Ceo Ssi Wealth Management Ag: M. I.
  • Chief Investment Officer, Executive Board Member: M. S.
  • Partner: E. N.
  • Founding Partner: C. P.
  • Client Relationship Manager: C. P.

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