The company's purpose is to provide consulting, brokerage and distribution services for products in the areas of asset management, financial investments, insurance and real estate and business transactions, as well as to broker banking transactions of all kinds. Furthermore, the company offers training and consulting services of all kinds in the financial sector, in particular for finance departments, pension funds and asset managers. The company may establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire or merge with similar or related companies, and enter into any business and conclude any contracts that are suitable to promote the purpose of the company or are directly or indirectly related to it. The company may acquire, manage, encumber and sell real estate, intellectual property rights and licenses of all kinds in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for subsidiaries and third parties.