SSI Wealth Management is joining Cinerius Financial Partners to enhance growth and stability in the competitive Swiss wealth management market.
Information on the Target
SSI Wealth Management, established in 2010 and based in Bäch, Schwyz, has become one of the leading independent wealth managers in Switzerland, managing approximately CHF 2 billion in client assets. The firm has diversified its services by encompassing Carnot Capital AG, which specializes in impact investing, and SSI Asset Management AG, located in Liechtenstein.
By joining Cinerius Financial Partners, SSI Wealth Management is the second Swiss company to enhance its influence as part of this international group of independent wealth managers. The partnership aims to support SSI's continued growth while allowing the company to maintain its independent operations and brand identity.
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Industry Overview in Switzerland
Switzerland is known for its prominent wealth management sector, characterized by a strong regulatory framework and a robust banking infrastructure. The country attracts a significant number of high-net
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Disclosed details
Revenue: $2M