The company is a wealth manager in accordance with the Financial Institutions Act (LEFin). The company's purpose is wealth management as well as all real estate transactions, excluding those prohibited by the LFAIE. The company may: engage in any financial, commercial or industrial activity, whether movable or immovable, directly or indirectly related to its purpose; create branches or subsidiaries in Switzerland and abroad; participate in all enterprises having a direct or indirect connection with its purpose; grant loans or guarantees to shareholders or third parties, if this serves its interests.