to provide all services and administrative tasks, including family office type (in particular portfolio consolidation and fee analysis), all wealth management activities as well as the reception and transmission of orders relating to financial instruments under the Financial Institutions Act of June 15, 2018 (LEFin) and all financial services within the meaning of the Financial Services Act of June 15, 2018 (LSFin), in particular individual portfolio investment advice and financial product advice. The company may carry out any commercial, financial and real estate transaction, directly or indirectly related to its purpose. It may register branches and subsidiaries in Switzerland and abroad, as well as acquire, hold, manage and sell real estate (in the case of real estate located in Switzerland, these must have an exclusively commercial use). The company may grant loans or any other form of financing to companies of the same group, as well as provide any type of security, for the direct or indirect benefit of companies of the same group or third parties, in particular in the form of guarantees, pledges or securities on the company's assets.
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