SSA Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$343,785,488
Clients
87
Advisors
3
of 10 employees
About
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.
Client services
Expertise
Fee options
Fixed fee for certain clients based on amount and complexity of services, calculated and paid quarterly (specific amounts not stated)
$0 - $5,000,000: 1.2% up to 1.50% $5,000,000 - $15,000,000: 0.90% up to 1.15% $15,000,000 - $25,000,000: 0.70% up to 0.85% Above $25,000,000+: 0.60% up to 0.75%
Performance fees charged only to existing qualified clients; not offered to new U.S. clients
Account minimum: $3,000,000 Minimum fee: CHF 225 per quarter
Most active in
California · Delaware · Florida · New York · Texas
Also doing business as
Ssa Swiss Advisors Ag · Ssa Swiss Advisors S.A. · Ssa Swiss Wealth Advisors Ag · Ssa Wealth Advisors · Syz Swiss Advisors S.A.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ivo K
Series 63, Series 65, Series 66
Remote
SSA Wealth Advisors
Ivo Kaufmann is a financial advisor at SSA Wealth Advisors with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at SYZ Swiss Advisor RA for 14 years. 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. The firm serves both U.S. and significant non-U.S. clients, using a disciplined global investment process that combines macroeconomic scenario analysis with value-driven security selection and tailored asset allocation.
Jaime M
Remote
SSA Wealth Advisors
Jaime Malda Salinas is a financial advisor at SSA Wealth Advisors with five years of industry experience. Prior to joining SSA Wealth Advisors in 2021, he worked at Santander Wealth Management International for two years and at Santander International for nine years. 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 non-U.S. clients. The firm employs a global investment process that combines macroeconomic scenario analysis with value-driven security selection and tailored asset allocation.
Pedro V
Remote
SSA Wealth Advisors
Pedro Vieira Camilo Alves is a financial advisor with SSA Wealth Advisors, holding more than 13 years of experience at the firm. He previously worked at BPI (Suisse) for five years and Portland Hill Capital for three years. 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. The firm employs a disciplined global investment process that combines macroeconomic scenario analysis with bottom-up, value-driven security selection and tailored asset allocation.
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