The company is qualified as a wealth manager within the meaning of the LEFin and aims to provide advisory services in matters of asset management, wealth management and investment advice, the development of financial products as well as a support service in the field of financial and asset consulting. Activities requiring a license to operate as a bank, securities dealer or collective asset manager are formally excluded. The company may acquire, sell, manage real estate and act as an intermediary for these assets in Switzerland and abroad, establish branches in Switzerland and abroad, acquire participations in companies in Switzerland and abroad, establish subsidiaries in Switzerland and abroad as well as participate in all transactions and conclude all contracts that are likely to promote, directly or indirectly, the purpose of the company.