About us

Team

We are proud of our team, which impresses with its high level of professional competence and willingness to provide service. Our goal is to inspire you with our commitment and our investment solutions.

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Oliver Amstad
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Oliver Amstad

Member of the board of directors

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»

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Roger Goetz
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Roger Goetz

Chairman of the Board of Directors

Over 20 years of management experience in the international financial industry, most recently as Managing Director HSBC Private Banking, Hong Kong. For several years now active as an investor and founder with a focus on organizational development and leadership development. Chairman of the Board of Directors of SSI Services AG since 2025. 

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Gregory Hengärtner
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Gregory Hengärtner

Co-CEO

Has worked in the extended fiduciary sector since the beginning of his career. Initially with a focus on the real estate sector and subsequently in holistic fiduciary consulting. Currently mainly employed in HR and personnel consulting. Working for the company since 2016 as an employee, managing director and partner. Trained as an MLaw and certified fiduciary expert.

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Tim Hugi
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Tim Hugi

Relationship Manager

Active as a client advisor at SSI Wealth Management AG since the beginning of 2022. Before joining SSI, completed a banking entry program at a major Swiss bank and gathered several years of experience in serving private and institutional clients. BSc in Business Administration with a specialization in Banking & Finance (pending). An upbeat personality with a lot of zest for life and dedication.


«Carpe Diem»

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Manuel Imhof
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Manuel Imhof

Strategic Advisor

MAS in Digital Excellence in Financial Services FH (i.A.). MBA Universität Lugano, MAS in Banking and Finance (CFA Track) FH, B.A. in Business Administration. Über 17 Jahre Erfahrung im Portfolio Management, Investment Advisory und Kundenberatung im internationalen Private Banking und mit institutioneller Kundschaft. Seit 2018 bei der SSI.


«Put the client in the center of what you do and go the extra mile.»

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Marco Lütolf
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Marco Lütolf

Partner / head of payroll controls Küsnacht

More than 15 years of experience in HR consulting and recruitment in both the private and public sectors. Has been employed by the company since 2022 and has served as the head of payroll audits in Küsnacht and partner since 2024. The primary activity lies in the area of payroll and expatriate controls. Additionally, serves as an examination expert for HRSE in a secondary role. Completed training as a Payroll Specialist, Human Resources Specialist with a federal diploma, Sales Specialist with a federal diploma, and certified vocational trainer.

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Alessio Mair
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Alessio Mair

Co-CEO

Gained professional experience in the notary's office and in criminal prosecution (white-collar crime). Active in the fiduciary sector for almost 10 years. Including 5 years as a partner in a fiduciary group and managing director and partner since 2019. Further training as a qualified business economist HF and ongoing specialist training. Member of various boards of directors as a certified board member.


"Nothing is more helpful than a challenge to bring out the best in a person."

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Matthias Widmer
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Matthias Widmer

Partner / Trustee team leader and mandate manager

15 years of professional experience as a restaurateur, including as a chef and operations manager. Working for the company since 2022 as fiduciary team and mandate manager and partner, specializing in gastronomy clients.

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