Strategic Swiss Advisors AG provides portfolio management for individuals and small businesses.
Strategic Swiss Advisors AG reports 5 high-net-worth individuals. Of its assets, 100.0% ($220M across 5 accounts) are managed with discretion. Of its clients, 20% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 5 | $220M | 100.0% | $44M |
| Total | 5 | $220M | 100% | $44M |
- Clients
- 5
- Regulatory AUM
- $220M
- AUM share
- 100.0%
- Avg. per client
- $44M
Total
- Clients
- 5
- Regulatory AUM
- $220M
- AUM share
- 100%
- Avg. per client
- $44M
- Clients outside the U.S.
- 20%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Strategic Swiss Advisors AG charges 0.60%–1.20% a year for its Management Fee. The fee is billed in arrears and is negotiable.
Fee details and sources
Cristina Marin Forrer owns 50% to 75% of Strategic Swiss Advisors AG. It has 3 employees.
Leadership
- Markus AngstMember of the Board of Directors
- Christian JansenMember of the Board of Directors
- Cristina Marin ForrerShareholder, Chairwoman of the Board of Directors, CEO
- Rainer NiggCCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of Strategic Swiss Advisors Ag
Cristina Marin Forrer
Control person · since February 2024
- Owns 10% to 25% of Strategic Swiss Advisors Ag
Aquila LTD.
since September 2025
- Owns 50% to 75% of Aquila LTD.
Loumax Ag
Control person · since April 2011
- Owns 75% or more of Loumax Ag
Max Cotting
Control person · since April 2011
- Owns 10% to 25% of Strategic Swiss Advisors Ag
Vardora Partners Ag
since July 2026
- Owns 25% to 50% of Vardora Partners Ag
Haakon Haland
Control person · since January 2026
- Owns 25% to 50% of Vardora Partners Ag
CSJ International As
Control person · since January 2026
- Owns 75% or more of CSJ International As
Christian Jansen
Control person · since August 2008
- Owns 25% to 50% of Vardora Partners Ag
RMN Holding Anstalt
Control person · since January 2026
- Owns 75% or more of RMN Holding Anstalt
Rainer Nigg
Control person · since January 2026
Strategic Swiss Advisors AG’s regulatory assets grew 8.9× from $24.8M (March 2021) to $220M (July 2026); employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $220M | 5 | 3 | 1 |
| June 2025 | $46.5M | 6 | 1 | 1 |
| April 2024 | $45.4M | 5 | 2 | 1 |
| March 2023 | $1.44M | 4 | 2 | 1 |
| March 2022 | $24.8M | 0 | 2 | 1 |
| March 2021 | $24.8M | 0 | 2 | 1 |
Besides its headquarters, Strategic Swiss Advisors AG has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Strategic Swiss Advisors Ag
- Headquarters
- 15 Etzelstrasse, Wollerau, Switzerland CH8832
- Website
- strategic-swiss-advisors.com
- Phone
- 41586806410
- SEC file
- 801-78725
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
Strategic Swiss Advisors AG uses Bank Julius Baer & Co. ($170M, 77%) and UBS Financial Services ($50.1M, 23%) as custodians for its separately managed accounts. Strategic Swiss Advisors AG does not have custody of client assets.
- UBS Financial ServicesUBS Financial Services Inc. · New York, NY · $50.1M23%
- Bank Julius Baer & Co.Bank Julius Baer & Co. LTD. · Zurich · $170M77%
At year end, Strategic Swiss Advisors AG’s separately managed accounts were mostly in stocks (56%) and bonds (23%).
What the accounts hold
- Stocks56%
- Funds14%
- Bonds23%
- Investment grade corporate bonds17%
- U.S. government and agency bonds4%
- High-yield corporate bonds2%
- Cash1%
- Other6%
- Precious metals6%
How many clients does Strategic Swiss Advisors AG have?
Strategic Swiss Advisors AG has 5 clients and manages $220 million for them, as of July 2026. They include 5 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 July 2026
What services does Strategic Swiss Advisors AG offer?
Strategic 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
How much does Strategic Swiss Advisors AG charge?
Strategic Swiss Advisors AG charges 0.60%–1.20% a year for its Management Fee. The fee is billed in arrears and is negotiable.
Which custodians does Strategic Swiss Advisors AG use?
Strategic Swiss Advisors AG’s separately managed account assets are held at Bank Julius Baer & Co. LTD. (Zurich), with $170M and UBS Financial Services Inc. (New York, NY), with $50.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 July 2026
How many financial advisors does Strategic Swiss Advisors AG have?
Strategic Swiss Advisors AG has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 3 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 Strategic Swiss Advisors AG invest in?
At the end of its last fiscal year, Strategic Swiss Advisors AG’s separately managed accounts held 56% exchange-traded equities, 17% investment grade corporate bonds, 14% pooled vehicles (private funds and similar), 6% other, 4% U.S. government and agency bonds, 2% high-yield corporate bonds and 1% cash and equivalents. The 6% other category is described as: Precious Metals.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Swiss Advisors AG?
Strategic Swiss Advisors AG is owned through a chain of holding companies by Max Cotting, Rainer Nigg, Haakon Haland and Christian Jansen. Its direct owners are Cristina Marin Forrer (50% to 75%), Aquila LTD. (10% to 25%) and Vardora Partners Ag (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 July 2026
How does Strategic Swiss Advisors AG get paid?
Strategic Swiss Advisors AG is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees 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 Strategic Swiss Advisors AG?
Strategic Swiss Advisors AG’s main office is at 15 Etzelstrasse, Wollerau, Switzerland CH8832. Its phone number is 41586806410. Its website is strategic-swiss-advisors.com.