The company aims to provide services in the field of financial, investment, and wealth management consulting. It offers, in particular, independent consulting and support in the areas of financial general knowledge, portfolio analysis, portfolio construction, and investment planning. In addition, the company provides consulting services for companies, particularly in the areas of strategy, venture building, business development, and marketing. The company may enter into any transactions and conclude contracts that are suitable for promoting the purpose of the company, or that are directly or indirectly related thereto. The company may establish branches and subsidiaries in Switzerland and abroad as well as acquire, manage, and dispose of participations in other companies in Switzerland and abroad. It may also acquire, hold, and dispose of real estate in Switzerland and abroad.
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