The company aims to provide services in the areas of general financial consulting, investment consulting, as well as consulting in the areas of pension planning, insurance, financing, and administrative management. The company may establish branches or subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire or merge with similar or related companies, acquire, manage or sell real estate, licenses and patents, and enter into any business or conclude contracts that are suitable to promote the purpose of the company or are directly or indirectly related to it.