The company's purpose is: all advisory, brokerage and portfolio management services in the field of finance, excluding all operations subject to authorization under the Federal Act on Financial Services (LSFin); trade and sale of related products and services; all advisory services in the field of credit and mortgages, as well as all brokerage activities in the field of credit and other financial products. Furthermore, it may carry out, either on its own account or on behalf of third parties, all financial, commercial, movable or immovable transactions directly or indirectly related to its corporate purpose and may participate, in any form, in similar companies, in particular by acquiring interests in similar companies. The company may also establish branches and subsidiaries in Switzerland and abroad.