About us
Team
We are proud of our team, which impresses with its high level of professional competence and willingness to provide service. Our goal is to inspire you with our commitment and our investment solutions.
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Christoph Schlauri
COO / Managing Partner / Head Compliance
Many years of experience in advising and supporting private clients in the areas of investments, pensions and financing. Senior positions at major banks. Head of private banking at a Zurich regional bank. Head of Legal & Compliance for SSI since 2016.
«We can only be strong and develop as a team»
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Dr. Iur. Kuno Frick
Member of the Board of Directors
Dr. iur. Kuno Frick works as a commercial lawyer in a Liechtenstein based law firm. He advises on a wide range of legal areas, including Liechtenstein financial market law. Over the course of his professional career, he has been instrumental in the establishment of various Liechtenstein financial intermediaries, including holding leading positions in several of these companies. In addition, he has held various offices in the highest courts in Liechtenstein.
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Adrian "Adi" Wenzel
CIO / Mitglied der Geschäftsleitung
Adi Wenzel has been successfully developing stock selection models for many years and has received several awards as one of the best equity portfolio managers in Switzerland. Adi was Senior Manager Equities at Baloise Asset Management. He was Head of Asset Management Swiss Equities at Bank Sarasin & Cie. and CIO / Head Portfolio Management at ENISO Partners. Adi holds a master’s degree in economics from the University of Basel (lic.rer.pol.) with a focus on corporate finance, bank management and financial markets.
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Christian Pasina
Senior Client Advisor
Several years of experience in stock exchange trading and as a consultant for private and institutional clients (including pension funds). Senior position in portfolio management and equity research. Since 1995, investment advisor in private banking in Switzerland and internationally, including 7 years as a member of the executive board of a private bank in Zurich (Deputy CEO). Founding member and with SSI since 2011.
«Investment advice has to be serious and competent, especially if it is to be success-based and at the same time safety-conscious»
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Erik Nordgren
Senior Client Advisor
Almost 20 years experience of International Private Banking and Partner at SSI since 2017.
Master and Bachelor University Degrees with focus on Mathematics and Financial Analysis.
Significant knowledge of holding structures as well as Life Insurance set-ups in Europe.
Expertise within both Macro- and Microeconomics as well great understanding of company valuations.
Superb network of experts within tax structuring and setups for clients in Europe – especially Scandinavia. More than 10 years of experience in educating next generation in how the financial markets work,
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David Kalberer
Chairman
Joined SSI in 2017. Managing Partner of FinLaw AG, a Swiss law firm for financial service providers and fintech. Former Managing Director of Credit Suisse International Wealth Management. Former Executive Chairman of an international alternative energy group. Former Head of Legal of a large family office and board member of private equity holding companies.
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Oliver Amstad
Member of the Board of Directors
Over 30 years of experience in wealth and investment banking. Of which 5 years as a member of the Executive Board of a Zurich private bank and since 2010 CEO and founding partner of SSI Wealth Management AG. Qualifications as business economist HFW and Swiss certified finance and investment expert, AZEK.
«We care about you»
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Salomon J. Guggenheim
Member of the Board of Directors
Joined SSI in 2017. President & CEO of Thunderbird Resorts Inc. / Member of the Board of Directors since 2002. Former Managing Partner of Gutzwiller & Partner Ltd. (buyout from E. Gutzwiller & Cie., Banquiers, Private Bank, Basle). Former Managing Director of Rabo Investment Management Ltd. Serves in various companies as board member including LB Swiss Investment Ltd.
«We make our clients our friends»
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Christian Takushi
Advisor
Master in Macro Economics. Member of the CFA Institute & Swiss Financial Analysts Association. Independent Macro Economist & Geopolitical Strategist with 30 years of experience as researcher, fund manager and strategist in the investment industry. Christian is an expert for Geopolitics, Currencies & Emerging Markets. He has predicted major political and currency events over the past 29 years.
Philosophy
Sustainability, stability & integrity: these three core values characterise the way we think and act at SSI and at the same time are our promise of diligence and success.
Sustainability
Sustainability
For us, sustainability, i.e. a long-term, effective strategy, is a key factor in your success. A positive consequence is that it leads to close, usually long-term partnerships.
Stability
Stability
Stability is the consistent focus on your needs and goals and the jointly defined strategy. The focus is on transparent, high-quality investments without taking unnecessary risks.
Integrity
Integrity
Built on the pillars of discretion, credibility and fairness, integrity forms the basis for the trust you place in us.
News & Media
SSI Wealth Management enters partnership with Cinerius Financial Partners
Cinerius Financial Partners AG, based in Zug, is an asset management group that unites independent asset managers in Switzerland, Germany and Liechtenstein under one roof in order to support them in their growth and ensure succession solutions.
Interview
Florian Siegfried talks about interest rate inversion on the bond market.
Florian Siegfried im Interview mit Roman Przibylla
What’s next by Cat Financial Products?