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Drei Bünden Finanz AG

Asset Management / Wealth Management · Chur, Graubünden

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Drei Bünden Finanz AG is a Swiss asset management / wealth management company based in Chur, Canton of Graubünden, listed in the Swiss commercial register since 2017 (UID CHE-401.119.479).

Legal nameDrei Bünden Finanz AG
AddressKasernenstrasse 36, Chur
UID / VATCHE-401.119.479
Legal form · StatusAG · Active · 2017

Board members & signatories

  • Nicole Locher
  • Cornelia Marugan
  • Johann Kessler

Registered purpose

Die Gesellschaft bezweckt im Sinne von Art. 17 Abs. 1 des Bundesgesetzes über die Finanzinstitute den Betrieb eines Vermögensverwalters. Zu ihrem Geschäftskreis gehört insbesondere die Vermögensverwaltung und die Anlageberatung sowie alle damit zusammenhängenden Dienstleistungen. Die Gesellschaft kann Zweigniederlassungen und Tochtergesellschaften im In- und Ausland errichten sowie Beteiligungen a…

🔒 Website🔒 Employees🔒 Revenue estimate

Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026

What Drei Bünden Finanz does

OFFERING

Drei Bünden Finanz AG provides asset management and investment advisory services, focusing on personalized financial planning, tax optimization, and pension planning. They offer a wealth management mandate that allows clients to delegate investment decisions based on a jointly established investment strategy, emphasizing transparency and a diversified portfolio primarily in Swiss companies.

🔒 END MARKETS

🔒 OPERATING MODEL

🔒 OWNERSHIP & STRUCTURE

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