The purpose of the company is to provide independent consulting, consulting, research, and educational services in the financial and investment sectors. The company advises clients on financial matters without asset management and without product distribution, as well as on strategic, operational, and regulatory management issues, and offers interim management services. It conducts research in the areas of financial ethics, financial education, and sustainable finance and produces scientific publications, studies, expert opinions, and specialist articles. The company develops and conducts training, further education programs, curricula, certification programs, as well as coaching and mentoring for individuals, companies, and educational institutions. It produces corresponding teaching materials, digital educational content, and operates e-learning platforms. The company organizes specialist congresses and events in the financial sector and participates in public debates on financial topics. It develops, distributes, and licenses software, apps, and digital tools to support financial consulting and education. The company does not engage in activities requiring authorization under Swiss financial market laws. The company may establish branches and subsidiaries domestically and abroad and invest in other companies domestically and abroad, as well as conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, dispose of, and manage real estate domestically and abroad. It may also provide financing for its own or third-party account, as well as issue guarantees and sureties for subsidiaries and third parties.
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