The company's purpose is to provide advice on the brokerage and execution of financial and insurance products (funds, shares, precious metals, trading in cryptocurrencies and participations in fintech companies), investments, private equity capital, and to operate in similar areas. The company can acquire, encumber, sell, rent, lease and manage real estate in Switzerland and abroad. It can establish branches and participate in other companies in Switzerland and abroad, as well as conduct all business that is directly or indirectly related to its purpose. It can also provide financing for its own account or for the account of third parties, as well as grant guarantees and sureties for subsidiaries and third parties.