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DirectoryFinance & InsuranceExternal Asset ManagementChurWalter & Partner AG
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Walter & Partner AG

Summary

About the company

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.

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Products & services

Industry:External Asset Management
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Asset management
Professional investment advice, development of individual investment strategies, execution of stock exchange and foreign exchange transactions, and analysis of assets and securities accounts.
Tax advisory and tax declarations
Tax returns, tax optimisations and follow-up checks; support with questions regarding decisions of the tax authority and with ongoing tax matters.
Financing advisory
Advisory on financing options for owner-occupied homes, mortgages, capital raising, amortisation models and financing concepts.
Real estate advisory and sales handling
Consulting in the real estate sector, purchase and sale of real estate, and support with sales handling.
Pension planning advice
Needs analysis, pension and insurance planning, as well as price and benefits comparisons; advice on pillar 3a and on provisions for home ownership.

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Location

Hartbertstrasse 10
7000 Chur

At a glance

Legal form
Corporation
UID
CHE-104.888.957
Founded
1998 · 28 years
Last commercial register change
April 14, 2025
Employees
1 to 10

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