Financial consulting, investment management, asset management in general, both traditional and complex, the exercise of financial activities in Switzerland for the benefit of Swiss or foreign individuals or legal entities, as well as investment consulting, and any other related operations for the benefit of private, professional or institutional Swiss and foreign clients. The company also aims to carry out trustee, co-trustee and protector activities. The company finally carries out portfolio analysis and prepares the consolidated wealth statement for the client. The company exercises the activity of wealth manager within the meaning of Art. 17 para. 1 LIsFI and the activity of trustee within the meaning of Art. 17, para. 2 LIsFI. The company may make investments of its own non-essential means, open branches and subsidiaries in Switzerland and abroad, and participate in other companies in Switzerland and abroad.
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