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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Oliver Amstad
Member of the Board of Directors
Over 30 years of experience in wealth and investment banking. Including 5 years as a member of the Executive Board of a Zurich private bank. Founding partner of SSI Wealth Management AG and its CEO and Board of Directors from 2010 to 2023. Since 2024 Delegate of the Board of Directors of SSI Holding and Board member of various companies.
«We care about you»
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Pietro Leone
Chairman of the Board of Directors
Has held senior positions in the financial sector for over 30 years - including as CEO of a Liechtenstein private bank and as a board member of the Liechtenstein Bankers Association.
Today active as an executive coach, management consultant and board member with a focus on strategy, governance and transformation.
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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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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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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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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.
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
Pietro Leone appointed Chairman of the Board of Directors of SSI Asset Management AG
The general meeting of SSI Asset Management AG in Balzers, a subsidiary of SSI Holding AG, has elected Pietro Leone as the new chairman of the board of directors.
Interview
Florian Siegfried talks about interest rate inversion on the bond market.