The company's purpose is wealth management and investment consulting for individual clients, as well as collective investment schemes under the Financial Institutions Act (LIsFi). In the latter area, transactions are carried out in Switzerland and abroad on markets supervised by state or private institutions that offer sufficient guarantees. Within the framework of applicable legislation, the company may also offer collective investment schemes in and from Switzerland. The company's purpose also includes investing its own funds. The scope of activities extends both in Switzerland and abroad. The company may also engage in any commercial, financial, or other activities that are related to its purpose.