The company's purpose is to provide analysis and investment advisory services in Switzerland and abroad, targeting both Swiss and foreign clients; to act as an intermediary between clients and FINMA-regulated management companies (banks, independent asset management companies), facilitating the opening of bank accounts in Switzerland and abroad for high net worth clients, establishing business relationships for the management of private and professional clients' assets; to offer liquid and illiquid financial products based on the client's risk profile. The company may carry out any financial, commercial or real estate transaction related to its purpose or likely to promote it; in particular, it may grant loans or guarantees of any kind to its associates or third parties, create branches in Switzerland and abroad, take participations, found or finance companies having a direct or indirect connection with its purpose, all to the exclusion of operations prohibited by the LFAIE.
Outbound Leads by COHAGA