The company's purpose is to provide wealth advisory, wealth management and investment advisory services, to develop financial products and to 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 establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad, as well as conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as grant guarantees and sureties for subsidiaries and third parties.