The company's purpose is to assume and perform audit, consulting and trust mandates, as well as all tasks and activities directly or indirectly related thereto. It also aims to distribute and broker financial products, manage insurance portfolios of private and corporate clients. It supports private individuals and companies in the acquisition of financial products and financing. It can provide risk management services, consulting services for third parties, and trust services or broker them. The company can establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business directly or indirectly related to its purpose. The company can acquire, encumber, sell and manage real estate in Switzerland and abroad. It can also provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for subsidiaries and third parties.