The company's purpose is to provide all services and administrative tasks, including family office-type services (in particular portfolio consolidation and fee analysis), as well as all wealth management activities under the Financial Institutions Act of June 15, 2018 (LEFin) and all financial services within the meaning of the Financial Services Act of June 15, 2018 (LSFin), as well as investment advice for individual portfolios within the meaning of Art. 19 para. 3 lit. a LEFin and financial product advice. The company may carry out any commercial, financial and real estate transactions, directly or indirectly related to its purpose. It may register branches and subsidiaries in Switzerland and abroad, as well as acquire, hold, manage and sell real estate (in the case of real estate located in Switzerland, these must have an exclusively commercial use). The company may grant loans or any other form of financing to companies of the same group, as well as provide any type of security, for the direct or indirect benefit of companies of the same group or third parties, in particular in the form of guarantees, pledges or securities on the company's assets.
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