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DirectoryFinance & InsuranceExternal Asset ManagementZurichSSI Services AG
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SSI Services AG

Summary

About the company

The core activity of SSI Wealth Management AG is wealth management and consulting for private clients. This includes services such as: Asset Management, Depot Check, Investment Consulting, Discretionary Asset Management, Estate and Pension Planning, as well as Trust and Fiduciary Services, Tax Consulting and Real Estate Management. The company thus offers a comprehensive range of financial services to achieve its clients' wealth goals.

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Products & services

Industry:External Asset Management
✓ Offered11
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Wealth management
Wealth management with a discretionary mandate, active supervision of the assets, investment decisions made by an expert team, and alignment to selected funds.
Investment advisory
Investment advisory with parameters defined jointly, ongoing portfolio monitoring and a basis for the customer's decision, who retains the final decision.
Family Office Services
Tailor-made family office services for wealthy families, including support for financial needs and individual assistance by an experienced team.
Fiduciary services
Financial administration with bookkeeping, accounts receivable and payable management, annual financial statements and domiciliation in the cantons of Zurich, Zug and Lucerne.
Tax advisory and tax filing
VAT returns, tax returns and advice on gift, inheritance and real estate capital gains taxes, as well as representation before tax authorities.
Press

Media

April 16, 2026Media
Cinerius-Tochter stellt Weichen neu und erhält neue Führung
finews.ch

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Location

Am Schanzengraben 25
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-364.110.265
Founded
2024 · 2 years
Last commercial register change
November 20, 2025
Employees
11 to 20

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