The company has the following purpose: financial planning, wealth management, brokerage, advice and management in tax, insurance and financial products, as well as all derivative transactions; to carry out all operations and conclude all contracts suitable for developing and expanding its purpose or relating directly or indirectly thereto. Furthermore, it may carry out, either on its own account or on behalf of third parties, all financial, commercial, movable or immovable transactions directly or indirectly related to its corporate purpose and take an interest, in any form, in similar companies, in particular by acquiring participations in similar companies. The company may also establish branches and subsidiaries in Switzerland and abroad.