{"url":"https://nivawealth.com/firms/strategic-swiss-advisors-ag-169335","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169335","regulatoryAum":219966617,"crd":"169335","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7211360","suffix":null,"lastName":"MARIN FORRER","firstName":"CRISTINA","middleName":"NMN"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":24776908,"clients":0,"employees":2,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":24787926,"clients":0,"employees":2,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":1437666,"clients":4,"employees":2,"offices":1},{"filedOn":"2024-04-09","regulatoryAum":45373902,"clients":5,"employees":2,"offices":1},{"filedOn":"2025-06-04","regulatoryAum":46481332,"clients":6,"employees":1,"offices":1},{"filedOn":"2026-07-15","regulatoryAum":219966617,"clients":5,"employees":3,"offices":1}],"secFileNumber":"801-78725","legalName":"Strategic Swiss Advisors Ag","displayName":"Strategic Swiss Advisors AG","slug":"strategic-swiss-advisors-ag-169335","website":"https://strategic-swiss-advisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"corporation organized in Switzerland","fiscalYearEnd":"December","headquarters":{"street":"15 Etzelstrasse","city":"Wollerau","state":"","stateName":"","country":"Switzerland","postalCode":"CH8832"},"tradeNames":[],"registration":{"secApproved":"1 November 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":43993323.4,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":219966617,"discretionary":219966617,"discretionaryAccounts":5,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":20,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":5,"regulatoryAum":219966617}],"feePrograms":[{"role":"main","program":"Management Fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051754","versionId":1051754,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-07-15","documentName":"ADV PART 2A JULY 2026","fee_rate_low":0.6,"fee_rate_high":1.2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:49:37.986591+00:00","documents":[{"name":"ADV PART 2A JULY 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051754","versionId":1051754,"submittedOn":"2026-07-15"}]},"custodians":[{"name":"UBS Financial Services Inc.","shortName":"UBS Financial Services","location":"New York, NY","smaAssets":50131044},{"name":"Bank Julius Baer & Co. LTD.","shortName":"Bank Julius Baer & Co.","location":"Zurich","smaAssets":169835573}],"custodyNote":"Strategic Swiss Advisors AG does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Markus Angst","title":"Member of the Board of Directors","crd":"7879781"},{"name":"Haakon Haland","title":"CIO","crd":"6464989"},{"name":"Christian Jansen","title":"Member of the Board of Directors","crd":"8202795"},{"name":"Cristina Marin Forrer","title":"Shareholder, Chairwoman of the Board of Directors, CEO","crd":"7211360"},{"name":"Rainer Nigg","title":"CCO","crd":"6068545"}],"ownership":[{"label":"Cristina Marin Forrer","detail":"Shareholder, chairwoman of the board of directors, ceo in the 50% to 75% ownership band and a control person, since February 2024."},{"label":"Aquila LTD.","detail":"Shareholder in the 10% to 25% ownership band, since September 2025."},{"label":"Vardora Partners Ag","detail":"Shareholder in the 10% to 25% ownership band, since July 2026."},{"label":"Loumax Ag","detail":"Indirect owner: a shareholder of Aquila LTD. in the 50% to 75% band and a control person, since April 2011.","parent":"Aquila LTD."},{"label":"Max Cotting","detail":"Indirect owner: a shareholder of Loumax Ag in the 75% or more band and a control person, since April 2011.","parent":"Loumax Ag"},{"label":"Rainer Nigg","detail":"Indirect owner: a shareholder of RMN Holding Anstalt in the 75% or more band and a control person, since January 2026.","parent":"RMN Holding Anstalt"},{"label":"Haakon Haland","detail":"Indirect owner: a shareholder of Vardora Partners Ag in the 25% to 50% band and a control person, since January 2026.","parent":"Vardora Partners Ag"},{"label":"CSJ International As","detail":"Indirect owner: a shareholder of Vardora Partners Ag in the 25% to 50% band and a control person, since January 2026.","parent":"Vardora Partners Ag"},{"label":"RMN Holding Anstalt","detail":"Indirect owner: a shareholder of Vardora Partners Ag in the 25% to 50% band and a control person, since January 2026.","parent":"Vardora Partners Ag"},{"label":"Christian Jansen","detail":"Indirect owner: a shareholder of CSJ International As in the 75% or more band and a control person, since August 2008.","parent":"CSJ International As"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"41586806410","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":56},{"label":"U.S. government/agency bonds","percent":4},{"label":"Investment grade corporate bonds","percent":17},{"label":"Non-investment grade corporate bonds","percent":2},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":14},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":6,"detail":"Precious Metals"}],"privateFunds":0},"sources":{"adv1FilingDate":"15 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/169335/PDF/169335.pdf","brochureDate":"15 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051754","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Strategic Swiss Advisors AG have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strategic Swiss Advisors AG offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Strategic Swiss Advisors AG charge?","answer":"Strategic Swiss Advisors AG charges 0.60%–1.20% a year for its Management Fee. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A JULY 2026, filed 15 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Strategic Swiss Advisors AG use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Strategic Swiss Advisors AG have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strategic Swiss Advisors AG invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Strategic Swiss Advisors AG?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strategic Swiss Advisors AG get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Strategic Swiss Advisors AG?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 15 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}