About us

Over 30 years of experience in wealth and investment banking. Including 5 years as a member of the Executive Board of a Zurich private bank. Founding partner of SSI Wealth Management AG and its CEO and Board of Directors from 2010 to 2023. Since 2024 Delegate of the Board of Directors of SSI Holding and Board member of various companies.

«We care about you»

Dr. iur. Kuno Frick works as a commercial lawyer in a Liechtenstein based law firm. He advises on a wide range of legal areas, including Liechtenstein financial market law. Over the course of his professional career, he has been instrumental in the establishment of various Liechtenstein financial intermediaries, including holding leading positions in several of these companies. In addition, he has held various offices in the highest courts in Liechtenstein.

Joined SSI in 2017. Managing Partner of FinLaw AG, a Swiss law firm for financial service providers and fintech. Former Managing Director of Credit Suisse International Wealth Management. Former Executive Chairman of an international alternative energy group. Former Head of Legal of a large  family office and board member of private equity holding companies.

University degree with a focus on in mathematics and financial analysis. Management position at one of the largest Scandinavian banks in Zurich. 15 years of experience in international private banking. With SSI since 2017.

Almost 20 years experience of International Private Banking and Partner at SSI since 2017. 

Master and Bachelor University Degrees with focus on Mathematics and Financial Analysis. 

Significant knowledge of holding structures as well as Life Insurance set-ups in Europe.

Expertise within both Macro- and Microeconomics as well great understanding of company valuations.  

Superb network of experts within tax structuring and setups for clients in Europe – especially Scandinavia. More than 10 years of experience in educating next generation in how the financial markets work,

Several years of experience in stock exchange trading and as a consultant for private and institutional clients (including pension funds). Senior position in portfolio management and equity research. Since 1995, investment advisor in private banking in Switzerland and internationally, including 7 years as a member of the executive board of a private bank in Zurich (Deputy CEO). Founding member and with SSI since 2011.

«Investment advice has to be serious and competent, especially if it is to be success-based and at the same time safety-conscious»

Many years of experience in advising and supporting private clients in the areas of investments, pensions and financing. Senior positions at major banks. Head of private banking at a Zurich regional bank. Head of Legal & Compliance for SSI since 2016.

«We can only be strong and develop as a team»

Long term fund and investment management experience with a focus on precious metals equities.  Proven manager track record including the Thomson Reuters Lipper Fund Award 2018 – Equity Sector Gold & Precious Metals.

Multi-asset investment specialist with over 15 years of experience in wealth management and investment advice for private clients and family offices. Esade MBA, CAIA and Chartered Investment Manager (CIM). Joined SSI in 2022.

Adi Wenzel has been successfully developing stock selection models for many years and has received several awards as one of the best equity portfolio managers in Switzerland. Adi was Senior Manager Equities at Baloise Asset Management. He was Head of Asset Management Swiss Equities at Bank Sarasin & Cie. and CIO / Head Portfolio Management at ENISO Partners. Adi holds a master’s degree in economics from the University of Basel (lic.rer.pol.) with a focus on corporate finance, bank management and financial markets.