The company provides all services in the financial sector. This includes in particular financial and asset planning (in the areas of banking, insurance, real estate and trust services). The company also aims to manage and administer third-party companies. In addition, the company can store documents on behalf of customers. The company can establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire or merge with similar or related companies, acquire, manage and sell properties in Switzerland and abroad, and enter into all transactions and conclude contracts that are suitable for promoting the purpose of the company or that are directly or indirectly related to it.