The company aims to mediate insurance, real estate and other financial investments, as well as offer tax optimization plans. Furthermore, the company aims to provide non-licensable services and consulting in the financial sector for end customers, investment advisors (banks, asset managers), tax advisors, lawyers and insurance companies in Switzerland and abroad. The company can establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business that is directly or indirectly related to its purpose. The company can acquire, exploit, sell and manage real estate and intellectual property rights in Switzerland and abroad. In particular, it can provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for indirect and direct subsidiaries and third parties. It can also grant loans or other financing to companies directly or indirectly connected with it, against payment or free of charge, and provide securities of all kinds.
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