The company's purpose is to advise clients in the areas of financing, money and capital investments, insurance and pension planning. It brokers such transactions with banks, insurance companies and similar institutions. Furthermore, it can provide construction management services for itself and third parties, and broker properties/real estate and other transactions. The company can establish branches and subsidiaries in Switzerland and abroad, and participate in other companies in Switzerland and abroad, as well as conduct all business that is directly or indirectly related to its purpose. The company can acquire, encumber, sell and manage real estate in Switzerland and abroad. It can also provide financing for its own account or for third-party accounts, and provide guarantees and sureties for subsidiaries and third parties.