External Asset Management in
Chur

Hardegger Treuhand AG

Since 1960 · 1–10 empl.·4.9(17)

Hardegger Treuhand AG is a family-run fiduciary firm offering trustee, audit, advisory and real-estate services. Its core services include bookkeeping and preparation of financial statements, tax advice and representation, statutory audits and reviews, company administration and property management, as well as interim finance and management reporting support.

Walter & Partner AG

Since 1998 · 1–10 empl.

The core activity of Walter + Partner AG encompasses wealth management, tax consulting, financing consulting, real estate consulting, pension consulting and inheritance matters. The company offers comprehensive consulting and support in these areas and positions itself as a competent partner for the financial future of its clients.

Arabella Vermögensverwaltung AG

Since 2002 · 1–10 empl.

Arabella Vermögensverwaltung AG is an independent asset manager providing investment advice, portfolio management and wealth-planning services. It is a member of the Swiss Association of Asset Managers (SAAM), authorised by FINMA to operate and affiliated with the supervisory organisation AOOS.

Val Rheno GmbH

Since 2008 · 1–10 empl.

The company's core activity is wealth management, in particular the individual and independent management of customer assets through the development and implementation of tailored investment strategies. This also includes complementary services such as consulting and support on tax issues, retirement, real estate, financial planning and succession planning.

Arminius Private Wealth Management AG

Since 2009 · 1–10 empl.

The core activity of Arminius Wealth Management is wealth management and consulting for affluent private clients, institutional clients and non-profit foundations. This includes in particular: Wealth Management, Socially Responsible Investing, Asset Protection, Independent Portfolio Analysis, Financial Planning and Consulting. The company offers a holistic wealth management approach tailored to the individual needs and goals of its clients, ensuring neutral and independent advice.

Swiss Finance Boutique AG

Since 2015 · 1–10 empl.

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.

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.

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.

Blickenstorfer & Bacchini Finanz- und Vermögensverwaltung Aktiengesellschaft

Since 2008 · 1–10 empl.·5.0(2)

The core activity of Blickenstorfer & Bacchini Finanz- und Vermögensverwaltung AG is wealth management and financial planning for private individuals and companies. This includes services such as financial planning, asset management, financial and tax consulting, financing and mortgages. The company provides independent advice and tailored solutions for the financial planning and wealth management of its clients.

Allegra Vermögensverwaltungs AG

Since 2023 · 11–20 empl.·5.0(1)

The core activity of Allegra Vermögensverwaltungs AG is wealth management and consulting in the financial sector.

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.

SAEMA AG

Since 1954 · 1–10 empl.