In Switzerland and abroad, the company provides general advisory services to businesses, particularly in the areas of strategy, development, operational and financial management, as well as governance. The company can also provide consulting and support services in the areas of investment, asset structuring, particularly in the field of private equity, private debt, and unlisted assets. It can also provide strategic advisory services to private and institutional clients, including family offices, without engaging in activities subject to authorization under financial services legislation. The company explicitly excludes any asset management activity on behalf of third parties within the meaning of the Federal Law on Financial Institutions (FinIA). It can carry out all commercial, financial, or real estate operations directly or indirectly related to its purpose, except those subject to prior regulatory authorization. The company can carry out, for its own account or for the account of third parties, all commercial, financial, industrial, movable, and immovable operations in direct or indirect relation to its main purpose, in Switzerland and abroad, open branches in Switzerland and abroad, and take participations in other companies with an analogous or related purpose. The company can also grant loans to its shareholders and/or guarantee, endorse, or stand as a guarantor for loans granted by third parties to its shareholders.
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