External Asset Management in the
Canton of Grisons
103 companies in External Asset Management based in the Canton of Grisons — name and year of registration from the commercial register.
50 of 103 companies
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.
LATESTA AG
Since 2004 · 1–10 empl.
The core activity of LATESTA AG encompasses real estate and corporate development as well as Family Office Services. Specifically, the company offers the following services: Real Estate Development: Development of properties with development potential, such as building land, residential, hotel and commercial properties; Corporate Development: Support for new ideas and concepts through network and know-how; Family Office Services: Management of private assets and support in the management of properties and companies. In doing so, the company acts as entrepreneur, investor, board member, advisor and service provider.
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.
Brandis Investment AG
Since 2011 · 1–10 empl.
Brandis Investment AG develops real estate projects and provides asset management services, including strategic planning, project feasibility studies, land acquisition, project planning through building permits, construction execution and cooperation with investors.
Diaphus Asset Management AG
Since 2012 · 1–10 empl.
Diaphus Asset Management AG provides asset management services. The website includes contact details such as the address, phone number, and email address.
Roland Leutwiler Consulting
Since 2012 · 1–10 empl.
The company's core activity is wealth management and advisory services for private individuals and families, particularly in the areas of international private banking and wealth succession.
ROFLE A&WM SA
Since 2013 · 1–10 empl.
The core activity of Rofle A&WM SA is asset and wealth management, including: design and management of financial investments, investment advice for private individuals and companies, corporate finance consulting, legal advice in commercial law, support in corporate management, and family office services. The company primarily offers these services to professional clients, institutional investors, and entrepreneurial families.
MARCEL DOSCH FAMILY OFFICE AG
Since 2014 · 1–10 empl.
The core activity of Marcel Dosch Family Office is wealth management and consulting for private individuals, companies and foundations. This includes wealth planning, wealth management, real estate and art object consulting, as well as the provision of reporting and consolidation services. The company offers comprehensive wealth management, including needs analysis, investment support and ongoing monitoring of investments.
AT Asset Management and Consulting AG
Since 2015 · 1–10 empl.
The core activity of AT Asset Management and Consulting AG is the consulting and support of companies in the hotel, gastronomy and tourism sectors. The services include strategy and concept development, marketing, project management, succession planning, event management and revenue and yield management. The company supports its customers in the development and implementation of successful business strategies and helps them to strengthen their competitiveness.
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.
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)
The core activity of MEISSER & PAGANINI ASSET MANAGEMENT AG is asset management, in particular the professional and personal management of assets for clients, including strategic consulting, creative solutions and extensive industry expertise.
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.
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)
The core activity of Allegra Vermögensverwaltungs AG is wealth management and consulting in the financial sector.
Selinùs Financial Consulting SA
Since 2025 · 1–10 empl.
Selinùs Financial Consulting SA provides advisory, support and fiduciary services in legal, financial, accounting and asset management areas. The company serves businesses, professionals and private clients, and also offers compliance, tax planning, pension and 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.
The core activity of Financial Vision SA is the provision of financial services, particularly the provision of financial advisory services.
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.
Benneker Vermögensverwaltungen
Since 1992 · 1–10 empl.
External Asset Management in the Canton of Grisons
External Asset Management in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 10, 2026
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