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DirectoryFinance & InsuranceExternal Asset ManagementChurDrei Bünden Finanz AG
Drei Bünden Finanz AG Logo
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Drei Bünden Finanz AG

Summary

About the company

The core activity of Drei Bünden Finanz AG is wealth management, investment advice, financial planning, tax optimization and pension planning for affluent clients. The company offers individual and transparent solutions for financial planning and wealth management for its clients.

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Products & services

Industry:External Asset Management
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Wealth management and investment advisory
Discretionary wealth management mandates and investment advisory with an individual investment strategy, broad diversification, monitoring of the assets and implementation of measures.
Strategic advisory
Advisory solutions where clients make the investment decisions; personal guidance on wealth matters, recommendations as needed, monitoring of the investments.
Financial planning and retirement planning
Financial planning and retirement planning concepts focused on personal circumstances, retirement assets, old-age provision, risk coverage, tax planning and topics such as real estate, marital and inheritance law.

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Location

Kasernenstrasse 36
7000 Chur
Opening hours
Mon
07:30 - 17:30
Tue
07:30 - 17:30
Wed
07:30 - 17:30
Thu
07:30 - 17:30
Fri
07:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-401.119.479
Founded
2017 · 9 years
Last commercial register change
July 1, 2025
Employees
1 to 10

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