The Company operates in Switzerland as a wealth manager pursuant to Article 19 of the Financial Institutions Act and provides financial services within the meaning of Article 2, paragraph 1, letter a of the Financial Services Act, in particular by offering private and professional clients professional portfolio management services based on a written mandate in the name and on behalf of clients. The Company also offers an activity of monitoring the work carried out by banks, wealth managers or third-party professionals and the assumption and execution of fiduciary mandates. The company may engage in other activities such as the development of philanthropic initiatives, marketing activities as well as participating and collaborating with other companies with a similar purpose and carrying out any other financial and/or commercial operations necessary and/or useful for achieving the company's purpose. The Company may hold real estate and participate in real estate operations.
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