The company's core activity is the provision of banking services, particularly for Mediterranean families and businesses. This includes: investment and wealth management (Discretionary Mandates, Advisory Mandates), lending (Lending Solutions, Lombard Loans, Mortgages), payment transactions and foreign exchange (Transactional Services, Foreign Exchange, Payments), estate and wealth planning (Estate and Wealth Planning, Succession Planning, Wealth Structuring), and investment advice and brokerage (Investment Advice, Portfolio Management). The company positions itself as a personal and reliable partner for its clients, catering to their individual needs and offering innovative solutions.