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DirectoryFinance & InsuranceExternal Asset ManagementChurSwiss Finance Boutique AG
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Swiss Finance Boutique AG

Summary

About the company

The core activity of Swiss Finance Boutique AG is wealth management and investment consulting for private individuals and companies, including services such as family office, financial planning, real estate projects, private equity and pension planning.

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Products & services

Industry:External Asset ManagementPrivate Equity & Venture Capital
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Investment advice & wealth management
Investment advice and wealth management for conservative, balanced and dynamic strategies, with comprehensive advice, portfolio monitoring and a transparent investment model.
Family office
Family office for families with comprehensive advice, reporting, cash flow planning, real estate management, inheritance and succession organisation, as well as structuring of family foundations and philanthropic projects.
Financial planning
Financial planning for retirement planning, pension planning, budgeting, tax and mortgage advice, as well as appointment of authority for personal provision and an advance directive.
Pillar 3a & vested benefits
Investment solutions for Pillar 3a and vested benefits accounts, with active management according to the SFB investment philosophy, index funds, ETFs, actively managed funds and SFB strategies SFB 25 to SFB 100.
Real estate projects
Investments in real estate projects in Eastern Switzerland and in Zurich, together with partners in construction companies or in participatory loans.

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Location

Quaderstrasse 7
7000 Chur

At a glance

Legal form
Corporation
UID
CHE-453.719.652
Founded
2015 · 11 years
Last commercial register change
January 5, 2026
Employees
1 to 10

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