The company, in addition to managing financial instruments, i.e. asset management, aims to provide assistance and additional financial services, as well as investment consulting, portfolio analysis, and the offering of financial instruments, exclusively to and for individuals with whom it has economic or family ties in the indicated and related fields of activity. The services consist in particular of the purchase or sale of financial instruments, currency exchange transactions also on the international currency market, the acceptance and transmission of mandates relating to financial instruments, the formulation of personalized recommendations regarding transactions with financial instruments, i.e. investment consulting, portfolio analysis, and the execution of orders from these individuals. Consulting, analysis, and development of investment operations based on real values, including securitizations and the issuance of securities as credit instruments. The company may establish branches, as well as establish companies, and may enter into partnerships and participate in and/or acquire participations, also temporarily, in companies with a similar purpose, in Switzerland and abroad, including the management, promotion, and financing of these companies. The company may also carry out any other activity directly or indirectly related to its purpose, as well as acquire and hold real estate in Switzerland and abroad.
Outbound Leads by COHAGA