The company's purpose is to provide asset management services within the meaning of Art. 17 para. 1 LlsFi on behalf and for the account of its clients and relating to the clients' assets. The services consist of the purchase or sale of financial instruments, the acceptance and transmission of orders relating to financial instruments, the management of financial instruments (asset management), and the provision of personalized recommendations regarding transactions with financial instruments (investment advice). Pursuant to Art. 19 para. 3 LlsFi, the company may also perform portfolio analysis and offer financial instruments, as well as provide family office services. The company may participate financially in other companies, buy and sell real estate, manage and administer buildings, construct and manage them, and participate in similar companies. Furthermore, it may engage in compliance and risk control consulting activities. The company does not solicit the public to collect capital deposits.
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