The company operates as a wealth manager within the meaning of Art. 17 LEFin and has the purpose of all activities related to financial transactions, including acquisitions of property, intermediary services for investments, insurance and other financial instruments, wealth management advice, studies on capital markets, advice in the field of real estate, brokerage and consulting services in all economic, commercial and real estate activities. The company may also provide all consulting services and services in the field of family office (family assets, succession, etc.), as well as provide all global or partial services, in particular of an administrative, economic, operational, tax or any other type of service. To this end, the company may carry out all commercial, financial or securities transactions directly or indirectly related to the above-mentioned purposes. It may also establish branches or found subsidiaries in Switzerland and abroad.
Outbound Leads by COHAGA