The company's purpose is to provide investment advisory services and financial information services to domestic and foreign natural and legal persons, as well as to market and broker financial instruments. Activities that require a license as a bank, securities firm, fund management company, manager of collective assets, trustee or asset manager are explicitly excluded. The company may establish branches, subsidiaries and affiliates in Switzerland and abroad, participate in other companies in Switzerland and abroad, and acquire, encumber, manage and sell real estate. It may acquire similar or related companies. It may borrow and grant loans, as well as provide guarantees and other securities. The company may engage in all commercial, financial and other activities that are related to the company's purpose or are suitable to promote the company's purpose directly or indirectly.