The company's purpose is to provide advisory services, excluding direct investment advice, to investors who have their assets managed by a bank or asset management company, as well as to mediate wealthy individuals to these institutions. The company may 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 may acquire, encumber, sell and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for its subsidiaries and third parties.