Asset manager in the
Canton of Grisons

Swiss Finance Boutique AG

Since 2015 · 1–10 empl.

Swiss Finance Boutique AG is an independent financial services provider focused on investment advice and asset management. Its services also include family-office support and financial planning, including pension, tax and mortgage advice.

Albin Kistler AG, Zweigniederlassung Chur

Since 2016 · 1–10 empl.

Albin Kistler AG, Zweigniederlassung Chur provides asset management and investment advisory services for private and institutional clients, including portfolio and pension asset management. Offerings include research-driven investment strategies, institutional real estate solutions and performance reporting.

Drei Bünden Finanz AG

Since 2017 · 1–10 empl.

Drei Bünden Finanz AG manages assets for private individuals domiciled in Switzerland and provides investment advice. Its services also include strategic advice, financial planning and pension planning.

Valuefid SA

Since 1972 · 1–10 empl.

Gilmore Capital SA

Since 2008 · 1–10 empl.

Succeed Consulting GmbH

Since 2020 · 1–10 empl.

The core activity of Succeed Consulting GmbH is to advise and support Swiss and Chinese companies, particularly in high-tech sectors such as medical technology, e-mobility and intelligent manufacturing, in exploring business opportunities in both countries. This includes services such as setting up foreign companies, managing supply chains, establishing distribution networks, arranging investors and partners, as well as supporting market entry strategies, company formation and operational management.

Meisser & Paganini Asset Management AG

Since 1999 · 1–10 empl.·5.0(1)

Meisser & Paganini Asset Management AG provides asset management and develops investment strategies aligned with clients’ individual objectives. It continuously monitors portfolios and applies risk management to adapt them to changing market conditions.

Blickenstorfer & Bacchini Finanz- und Vermögensverwaltung Aktiengesellschaft

Since 2008 · 1–10 empl.·5.0(2)

Blickenstorfer & Bacchini Finanz- und Vermögensverwaltung Aktiengesellschaft is an independent asset manager and financial adviser. Its services include asset management, financial and tax advice, financial planning, and guidance on financing and mortgages.

LEHNER INVESTMENTS GLOBAL ADVISER GmbH

Since 2025 · 1–10 empl.

LEHNER INVESTMENTS GLOBAL ADVISER GmbH is part of a group of investment funds and companies focused on funds for eligible investors. The company offers diversified, low-correlated investment funds and describes its strategies as disciplined and supported by artificial intelligence.

Allegra Vermögensverwaltungs AG

Since 2023 · 11–20 empl.·5.0(1)

Allegra Vermögensverwaltungs AG provides asset management as well as advice and coordination on financial and investment matters. Its asset management is tailored to clients’ individual needs.

Selinùs Financial Consulting SA

Since 2025 · 1–10 empl.

Selinùs Financial Consulting SA provides legal, fiduciary and financial advice to companies, professionals and private individuals. Its services include accounting and tax planning, asset and succession management, compliance and pension advice, as well as software development and other digital services.

Dyco Financing GmbH

Since 1997 · 1–10 empl.

Dyco Financing GmbH provides project preparation and professional implementation across financial and asset-related areas such as finance management, gold management, offshore management, oil management and medical management. The website also lists offerings, for example images supplied with certificates of authenticity.

WMC Walter Management & Consulting

Since 2003 · 1–10 empl.

The core activity of WMC Walter Management & Consulting is the provision of services in the areas of investment management, financial and banking consulting, and project management. Specifically, this includes: Investment Management: development and implementation of investment strategies, management of investment portfolios, risk management, and advice on investment decisions Financial and Banking Consulting: advising banks, asset managers, and other financial institutions on the development of business strategies, the implementation of regulatory requirements, and the optimization of business processes Project Management: implementation of projects in the areas of investment management, financial and banking consulting, including the development of business processes, the implementation of IT systems, and the training of employees In addition, the company also offers services in the areas of real estate management and vacation rental.

CF advisory GmbH

Since 2007 · 1–10 empl.

The core activity of CF Advisory LLC, Switzerland is asset management, in particular independent consulting and wealth management for private and institutional investors. The company offers individually tailored wealth management solutions that are aligned with the risk tolerance and financial goals of its clients. In addition, the company also offers private equity investment opportunities and forex trading.

FINSUISSE SA

Since 2008 · 1–10 empl.

MGC Investments Sagl

Since 2012 · 1–10 empl.

The core activity of MGC Investments is investment consulting and wealth management for private clients. The company offers various services, including independent financial consulting, self-service solutions and managed accounts, to support clients in managing and growing their assets.

Financial Vision SA

Since 2013 · 1–10 empl.

Financial Vision SA provides financial advice, asset management and trading in a range of financial instruments. Its services include tailored investment proposals, support with banking and administrative matters, and execution-only trading assistance.

Buseco Advisory AG

Since 2021 · 1–10 empl.

The core activity of Buseco Advisory AG consists of providing advisory and other services in the field of international trade and finance, including the execution of financial transactions and the management of assets of any kind, without however conducting business that requires special approval under Swiss banking or stock exchange legislation and/or legislation on collective capital investments.

Themis Engadin AG

Since 2014 · 1–10 empl.

Themis Engadin AG operates Villa Bellavita in Pontresina and provides contact and location details for the business. The website lists an executive director and contact channels including telephone, fax and email.

Custom Finance AG

Since 2022 · 1–10 empl.

SAEMA AG

Since 1954 · 1–10 empl.

Yael AG für Finanz und Handel

Since 1961 · 1–10 empl.

Monte AG

Since 1965 · 1–10 empl.

Albam AG

Since 1966 · 1–10 empl.

INTERDEVO AG

Since 1969 · 1–10 empl.

Ilme SA

Since 1969 · 1–10 empl.

Gonda AG

Since 1971 · 1–10 empl.

Chesa Cotschna AG

Since 1971 · 1–10 empl.

Ste AG

Since 1971 · 1–10 empl.

Hartas SA

Since 1972 · 1–10 empl.

Sterano S.A.

Since 1972 · 1–10 empl.

Curana AG

Since 1973 · 1–10 empl.

Sax Obertor AG

Since 1977 · 1–10 empl.

Leila Crasta SA

Since 1977 · 1–10 empl.

Texset AG Chur

Since 1980 · 1–10 empl.

Girun SA

Since 1980 · 1–10 empl.

Gi-Bi Consulting AG

Since 1986 · 1–10 empl.

Alparo AG

Since 1987 · 1–10 empl.