The company's purpose is to provide financial services, including investment and financial advice, as well as financial support and coaching, for all types of clients in Switzerland and abroad, as well as all financial operations and related activities authorized by law. It also organizes training, seminars, and workshops in the fields of finance and financial management. The company may also carry out all financial, commercial, securities, or real estate operations directly or indirectly related to this corporate purpose. It may also perform all commercial, financial, or other operations that directly or indirectly relate to its purpose and promote its development. It may also create branches in Switzerland and abroad, take participations, found or finance companies that have a direct or indirect relationship with its purpose. It may also grant loans or guarantees to partners or third parties.