SSA Wealth Advisors

SSA Swiss Advisors AG provides discretionary and non-discretionary investment management and multi-family office services to high‑net‑worth individuals, trusts, family offices and corporate clients, serving both U.S. and a substantial non‑U.S. clientele. Services include bespoke portfolio management, consolidated reporting and family office services such as performance and risk analysis, custodian and manager selection, and wealth structuring; the firm does not provide brokerage execution services.

The firm applies a disciplined global investment process that combines macroeconomic scenario analysis with bottom‑up, value‑driven security selection and tailored asset‑allocation profiles, and it may use derivatives and FX hedging where appropriate. SSA consolidates client positions across entities using a third‑party tool (MASTTRO) to support centralized risk management and implements customized discretionary mandates alongside non‑discretionary advice.

SSA is a wholly owned subsidiary of Banco Santander International SA, an affiliation that creates custody and operational‑independence considerations addressed by auditor reviews and periodic PCAOB examinations of related custodians. It maintains its principal office outside the United States, continues to administer legacy performance‑based fee arrangements for qualifying clients, serves corporate clients and a significant non‑U.S. client base, and does not act as a private fund adviser — characteristics that distinguish it from many peers.