To provide wealth management and investment advisory services within the meaning of the Financial Services Act (FinSA) and the Financial Institutions Act (FinIA). The company also provides services in the field of portfolio analysis as well as services in the field of receiving and transmitting orders for financial instruments on behalf of and for the account of third parties. The company may engage in other activities, including activities as a financial intermediary within the meaning of the Anti-Money Laundering Act (AMLA), which promote or support its main purpose. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, sell, and manage real estate in Switzerland and abroad. With regard to the acquisition, financing, and sale of real estate, these will be carried out with an exclusively commercial allocation. It may also provide financing on its own account or on behalf of third parties and conclude guarantees and bonds for subsidiaries and third parties, provided that this is not an activity requiring authorization under the Banking Act (BA), as a fund management company or as a securities house within the meaning of FinIA.
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