Ssa Swiss Advisors Ag provides portfolio management for individuals and small businesses.
Ssa Swiss Advisors Ag reports 135 clients. They include 55 individual clients, 48 corporations and other businesses, and 32 high-net-worth individuals. Of its assets, 67.4% ($551M across 121 accounts) are managed with discretion; $267M across 33 accounts are not. Of its clients, 44% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 8% |
| High-net-worth individuals | 24% | 34% |
| Corporations and other businesses | 36% | 57% |
| Other | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $66.2M | 8.1% | $1.2M |
| High-net-worth individuals | 32 | $278M | 34.0% | $8.68M |
| Corporations and other businesses | 48 | $467M | 57.1% | $9.73M |
| Other | Fewer than 5 | $6.86M | 0.8% | — |
| Total | 135 | $817M | 100% | — |
- Clients
- 55
- Regulatory AUM
- $66.2M
- AUM share
- 8.1%
- Avg. per client
- $1.2M
- Clients
- 32
- Regulatory AUM
- $278M
- AUM share
- 34.0%
- Avg. per client
- $8.68M
- Clients
- 48
- Regulatory AUM
- $467M
- AUM share
- 57.1%
- Avg. per client
- $9.73M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.86M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 135
- Regulatory AUM
- $817M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 44%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Ssa Swiss Advisors Ag is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Banco Santander International Sa owns 75% or more of Ssa Swiss Advisors Ag and is in turn owned by Banco Santander Sa (75% or more) and Santander Holding Internacional Sa (50–75%). It has 10 employees, 7 of them in advisory roles.
Staff
- 10 employees
- 7 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Ssa Swiss Advisors Ag
Banco Santander International Sa
Control person · since August 2021
- Owns 75% or more of Banco Santander International Sa
Banco Santander Sa
since May 1991
- Owns 50% to 75% of Banco Santander International Sa
Santander Holding Internacional Sa
since May 1991
Ssa Swiss Advisors Ag’s regulatory assets grew 2.9× from $281M (March 2021) to $817M (March 2026); clients rose from 82 to 135 and employees from 3 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $817M | 135 | 10 | 2 |
| Jul 2025July 2025 | $675M | 118 | 8 | 2 |
| Jul 2024July 2024 | $630M | 106 | 7 | 2 |
| Apr 2023April 2023 | $425M | 98 | 7 | 2 |
| Mar 2022March 2022 | $421M | 91 | 7 | 2 |
| Mar 2021March 2021 | $281M | 82 | 3 | 1 |
Besides its headquarters, Ssa Swiss Advisors Ag has 1 office, with 2 listed addresses outside the U.S..
International offices
- PLACE DU MOLARD 5, GENEVA, 1204, Switzerland
Contact and registration details
- Legal name
- Ssa Swiss Advisors Ag
- Headquarters
- Uraniastrasse 34, 3rd Floor, Zurich, Switzerland 8001
- Website
- ssa-wa.com
- Phone
- 41442066040
- SEC file
- 801-74460
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
Ssa Swiss Advisors Ag’s named custodians for separately managed accounts are Banco Santander International Sa ($395M, 53%), Banque Syz Sa ($221M, 29%) and Banco Santander International Sa, Bahamas Branch ($135M, 18%). Ssa Swiss Advisors Ag has custody of client assets.
- Banque Syz SaBanque Syz Sa · Geneva · $221M29%
- Banco Santander International SaBanco Santander International Sa · Geneva · $395M53%
- Banco Santander International Sa, Bahamas BranchBanco Santander International Sa, Bahamas Branch · Nassau · $135M18%
At year end, Ssa Swiss Advisors Ag’s separately managed accounts were mostly in stocks (57%) and bonds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $266M across 107 positions; the largest are Applied Materials, Inc.. (6.0%), Invesco Ltd. (5.4%) and State Street Corporation (3.5%).
What the accounts hold
- Stocks57%
- Funds4%
- Bonds21%
- Investment grade corporate bonds15%
- U.S. government and agency bonds4%
- Sovereign bonds2%
- Cash14%
- Other6%
- Gold bars, gold etf, metal accounts,commodities5%
- Derivatives1%
How many clients does Ssa Swiss Advisors Ag have?
Ssa Swiss Advisors Ag has 135 clients and manages $817 million for them, as of March 2026. They include 55 individual clients, 48 corporations and other businesses, and 32 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Ssa Swiss Advisors Ag offer?
Ssa Swiss Advisors Ag provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ssa Swiss Advisors Ag use?
Ssa Swiss Advisors Ag’s separately managed account assets are held at Banco Santander International Sa (Geneva), with $395M, Banque Syz Sa (Geneva), with $221M and Banco Santander International Sa, Bahamas Branch (Nassau), with $135M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Ssa Swiss Advisors Ag have?
Ssa Swiss Advisors Ag has 1 investment adviser representative registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ssa Swiss Advisors Ag invest in?
At the end of its last fiscal year, Ssa Swiss Advisors Ag’s separately managed accounts held 57% exchange-traded equities, 15% investment grade corporate bonds, 14% cash and equivalents, 5% other, 4% U.S. government and agency bonds, 4% pooled vehicles (private funds and similar), 2% sovereign bonds and 1% derivatives. The 5% other category is described as: Gold Bars, Gold ETF, Metal Accounts,commodities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ssa Swiss Advisors Ag?
Ssa Swiss Advisors Ag is owned through a holding company by Santander Holding Internacional and Banco Santander Sa. Its direct owner is Banco Santander International Sa (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Ssa Swiss Advisors Ag get paid?
Ssa Swiss Advisors Ag is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ssa Swiss Advisors Ag?
Ssa Swiss Advisors Ag’s main office is at Uraniastrasse 34, 3rd Floor, Zurich, Switzerland 8001. Its phone number is 41442066040. Its website is ssa-wa.com.