The company operates as a wealth manager within the meaning of the Financial Institutions Act (LEFin). The company's purpose is all activities related to wealth management as well as all other financial transactions in accordance with Article 17, paragraph 1 LEFin, excluding the acquisition of prohibited real estate participations under the LFAIE. The company may carry out all commercial, financial, industrial, movable and immovable transactions for its own account or for the account of third parties in direct or indirect connection with its main purpose, in Switzerland and abroad, open branches in Switzerland and abroad, and acquire participations in other companies with a similar or related purpose.