Ssa Swiss Advisors Ag
- Regulatory AUM
- $817M
- Discretionary
- $551M
- Clients
- 135
- Avg AUM / client
- $6.1M
- Accounts
- 154
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 55 | $66.2M | 8.1% |
| High net worth individuals | 32 | $278M | 34.0% |
| Corporations and other businesses | 48 | $467M | 57.1% |
| Other | 0 | $6.9M | 0.84% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ivo Nmn Kaufmann | Cio | Aug 2021 (5y) | Less than 5% | |
| Malda Salinas, Jaime, Nmn | Ceo / Member Of The Executive Committee | Aug 2021 (5y) | Less than 5% | |
| Tracewski, Bernard, Nmn | Director, Chairman Of Board Of Directors | Aug 2021 (5y) | Less than 5% | |
| Lopez De La Oliva Cases, Marta, Nmn | Cco / Member Of The Executive Committee | Aug 2022 (4y) | Less than 5% | |
| Chaix, Nathalie, Nmn | Director | Jun 2023 (3y) | Less than 5% | |
| Costa Ortuno, Antonio, Nmn | Director | Jun 2023 (3y) | Less than 5% | |
| Lovisa, Jean Louis, Francois | Member Of The Executive Committee | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Banco Santander International Sa | Shareholder | Aug 2021 | A | 75% or more |
| Banco Santander Sa | Shareholder | May 1991 | B | ≈ 14.06% – 50% via Parasant Sa |
| Santander Holding Internacional Sa | Shareholder | May 1991 | B | ≈ 37.5% – 75% via Banco Santander International Sa |
| Parasant Sa | Shareholder | Jun 1995 | B | ≈ 18.75% – 50% via Banco Santander International Sa |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Banco Santander Sa: 75% – 100% of Parasant Sa × 25% – 50% of Banco Santander International Sa × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Santander Holding Internacional Sa: 50% – 75% of Banco Santander International Sa × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Parasant Sa: 25% – 50% of Banco Santander International Sa × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Banco Santander International $530M (65% of AUM) Mar 2026
- Banque Syz Sa $221M (27% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗