SSI Wealth Management AG and Adaptivv enter into a partnership
Adaptivv is pleased to announce a new partnership with SSI Wealth Management AG. SSI Wealth Management was founded in 2010, employs around 20 people and manages 2 billion francs in client money.
Adaptivv Financial Technologies AG is a spin-off from ETH Zurich, was founded in 2016 and is a recognized specialist for advanced risk management technology in the financial sector. Since 2023, Adaptivv has also been a FINMA-regulated asset manager, offering both advice and a wide range of investable products and overlay management services.
As part of this cooperation, Adaptivv offers tailor-made risk management and quantitative research across all asset classes for SSI Wealth Management AG. The aim of this collaboration is to support SSI Wealth Management AG with regular market nowcasts to control market risks in a reliable and efficient process.
“We are delighted about the cooperation with SSI Wealth Management AG, a leading and progressive financial service provider. This collaboration underscores the importance of our science-based, emotion-free approach to risk management. This approach is designed to diversify the decision-making of asset managers”
Adaptivv Stability Matrix
Based on Adaptivv Sensor® technology, weekly stability signals are calculated for each financial instrument and can be used to manage exposure to each portfolio component.
This approach combines the portfolio manager's expertise in selecting instruments with optimal risk allocation based on precise market risk measurements.
About Adaptivv technology
The Adaptivv Sensor®, developed at ETH Zurich, uses a novel method to measure market stability in real time and provide clear, actionable signals to adapt to current market conditions. This can protect portfolios from sharp price drops and increase risk-adjusted returns. Swiss pension funds, family offices and banks have been relying on Adaptivv’s technology for over 7 years. Since 2023, Adaptivv has been licensed by FINMA and regulated by AO FINcontrol Suisse AG.
About SSI Wealth Management AG
SSI Wealth Management AG is an independent asset manager based in Bäch, Switzerland. The company was founded in Zurich and offers asset management services. The core values of SSI Wealth Management AG include sustainability, stability and integrity, which serve as the basis for customer trust and underline our own standards of care and success. The company serves wealthy private clients as well as foundations and companies and is a member of the Swiss Association of Independent Asset Managers (SAAM).
Find out more about SSI Wealth Management AG:
https://www.ssi-wm.ch/
