The company's purpose is to provide research and consulting services in the areas of investment advice, financial planning and asset management. The company may establish branches in Switzerland and abroad, participate in other companies of any kind, take over representations and enter into any business and conclude contracts that may be suitable to promote the purpose of the company; or that are directly or indirectly related to it. It may also enter into financing for its own account or for the account of third parties, as well as guarantees, sureties and pledge agreements for affiliated companies and third parties. It may acquire, lease, rent, encumber and sell real estate abroad. The company may acquire, hold, manage or sell any kind of debt or securities, within Switzerland or abroad.