Strategic Swiss Advisors Ag

SEC-registered Multi-Family Office · Small ($100M–$1B) CRD 169335 · SEC file 801-78725 · Wollerau · www.strategic-swiss-advisors.com

☆ Save with Pro ADV data as of Jul 15, 2026

Regulatory AUM: $220M
Discretionary: $220M
Clients: 5
Avg AUM / client: $44.0M
Accounts: 5
Employees: 3

AUM over time

$1.4M $2.1B

Oct 2013 Jul 2026

Annual snapshots from Form ADV filings · as of Jul 15, 2026

Who they serve

Client type	Clients	AUM	% of AUM
High net worth individuals	5	$220M	100.0%

People (3)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Angst, Markus, Richard	Director		Feb 2024 (3y)	Less than 5%
Cristina Nmn Marin Forrer	Director, Cco	CFA	Feb 2024 (3y)	75% or more
Maksymec, Allan	Director		Feb 2024 (3y)	10% – 25%

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

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)	07/15/2026	1.1 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

Services

• Portfolio management for individuals/small businesses

Custody

Reported custodians

Bank Julius Baer & Co. Ltd. $170M (77% of AUM) Jul 2026
UBS $50.1M (23% of AUM) Jul 2026
Safra Securities Llc $3.8M (15% of AUM) Mar 2022
Barclays Bank Plc $3.7M (12% of AUM) Mar 2019
Vontobel Securities Ag $1.2M (3% of AUM) Jan 2025
Pershing $520K (36% of AUM) Mar 2023
Stonex Financial Inc. $507K (1% of AUM) Jan 2025

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: Jul 15, 2026.

View current Form ADV (SEC/IAPD) ↗