The company's purpose includes all operations related to financial and wealth management advice, including the accounting of wealth structures and portfolio consolidation, all financial research, financial analysis and market studies, as well as all services and other activities in the economic, financial and accounting fields. The company may also advise on and distribute investment funds. It may also carry out all commercial or financial operations directly or indirectly related to its purpose. The company may also acquire, hold, sell, administer, manage and finance any kind of participation in any type of companies and corporations abroad and in Switzerland, with the exception of participations in unlisted real estate companies in a Swiss stock exchange. The company may grant loans or any other form of financing to companies of the same group, as well as provide securities of any kind, directly or indirectly for the benefit of companies of the same group (or third parties), in particular in the form of guarantees, pledges or securities on the assets of the company. As part of its activities, the company may acquire and hold Swiss real estate or shares in real estate companies holding Swiss real estate, provided that they are exclusively for commercial or industrial use, and acquire and hold any real estate located abroad or any participation in real estate companies whose headquarters are abroad.
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