The company's purpose is to assist asset managers, independent managers and other companies active in the Swiss and foreign financial sector in their marketing and sales strategy for financial products and services. The company also aims to promote collective investments and financial products to professional and institutional investors (including banks, independent managers, pension funds, insurance companies, family offices) in Switzerland and abroad. The company may establish branches in Switzerland and abroad, acquire companies with an identical or similar purpose, merge with such companies, acquire or sell real estate, and carry out all operations and conclude all contracts that are suitable for developing and expanding its purpose or are directly or indirectly related to it. It may also provide loans to associates or third parties if this serves its interests.