The company is authorized to operate as a wealth manager under the Financial Institutions Act (LEFin) issued by the Swiss Financial Market Supervisory Authority (FINMA). The company's objective is to provide wealth management and investment advisory services within the meaning of the Financial Services Act and the Financial Institutions Act. The company also provides services in the field of portfolio analysis, as well as services in the field of receiving and transmitting orders for financial instruments on behalf of and for the account of third parties. The company may engage in other activities, including financial intermediary activities within the meaning of the Anti-Money Laundering Act, which promote or support its primary purpose. The company may establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad and conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties and grant guarantees and sureties for subsidiaries and third parties, provided that this does not constitute an activity requiring authorization under the Banking Act, as a fund manager or as a securities dealer within the meaning of the Financial Institutions Act.
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