The company's purpose is to provide consulting services in the field of finance; trade and sale of related products and services; provision of consulting services in the areas of investments, retirement and family protection. Furthermore, it may carry out, either on its own account or on behalf of third parties, all financial, commercial, movable or immovable transactions directly or indirectly related to its corporate purpose and may be interested, in any form, in similar companies, in particular by taking a stake in similar companies. The company may also establish branches and subsidiaries in Switzerland and abroad.