The company's purpose is to provide asset management services within the meaning of Article 17, paragraph 1 LlsFi on behalf and for the account of its clients, relating to the clients' assets. These services include 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 Article 19, paragraph 3 LlsFi, the company may also perform portfolio analysis and offer financial instruments, as well as provide family office services. The company may purchase and sell securities and other assets on its own account or on behalf of third parties. It may also carry out all operations that have a direct or indirect relationship with the company's purpose. The company may acquire participations in similar domestic and foreign entities. The company does not solicit the public to collect capital deposits. It may establish branches in Switzerland and abroad.
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