The company's purpose is wealth management, as per Article 17, paragraph 1 LEFin, and related services. As a secondary purpose, it may: participate in any business and perform any mobile, real estate, financial and commercial operations directly or indirectly related to the achievement of its purpose; grant loans to its shareholders and third parties, guarantee loans subscribed by shareholders or third parties, secure these loans by issuing or pledging mortgage securities or by subscribing to any other commitment, if it serves its interests; establish branches in Switzerland or abroad.