The purpose of the company is to provide financial services to private, professional and institutional clients and to conduct all business within the framework of a holistic asset management in the sense of Art. 17 para. 1 FINIG. It provides financial services to private clients as well as professional and institutional clients in accordance with the Swiss Financial Services Act (FIDLEG), in particular asset management and investment advice. The company may also conduct all commercial, financial or other business that is suitable to promote the development and purpose of the company. Furthermore, it is authorized to establish or acquire companies or branches in Switzerland and abroad and to participate in such companies. The company may acquire, hold, encumber and sell real estate. The company may participate in group financing and grant loans.