The company aims to provide wealth advisory, wealth management and investment advisory services, develop financial products and provide supporting services in the field of general financial and wealth advisory. Activities that require a license as a bank or securities dealer are explicitly excluded. The company may acquire, encumber, sell, broker and manage real estate in Switzerland and abroad, establish branches in Switzerland and abroad, acquire participations in domestic and foreign companies, found subsidiaries in Switzerland and abroad, and enter into all transactions and conclude contracts that are suitable to promote the purpose of the company directly or indirectly.