The company operates within the framework of the Federal Act on Financial Institutions of June 15, 2018 (LEFin). In accordance with Article 5 of the LEFin, the company has obtained a license from the FINMA to operate. Primarily, the company engages in wealth management activities as defined in Article 17, paragraph 1 of the LEFin, namely the professional management, on the basis of a mandate, of assets on behalf and for the account of clients. The company may acquire real estate participations in Switzerland, except for operations prohibited by the LFAIE (Federal Act on the Acquisition of Real Estate by Foreigners). The company may engage in other financial, commercial and industrial activities directly or indirectly related to its purpose, except for those prohibited by Article 19 LEFin; establish branches or subsidiaries in Switzerland and abroad; participate in any company having a direct or indirect relationship with its purpose.
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