Mission
The company's purpose is to provide asset management services in accordance with Article 17, paragraph 1 of the Federal Act on Financial Institutions (Financial Institutions Act, "FinIA"), as well as investment advice, asset management, portfolio analysis, the offering of financial instruments, the brokerage of vested benefits products, mortgages, estate planning, asset management, and financial planning, as well as supporting services in these areas. The company may establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad, as well as conduct all transactions directly or indirectly related to its purpose. The company may acquire, hold, encumber, manage, and sell real estate, as well as acquire and exploit industrial property rights, intellectual property rights, and know-how. It may also provide financing for its own or third-party account and provide guarantees and sureties for subsidiaries and third parties. The company may engage in all commercial, financial, and other activities directly or indirectly related to the company's purpose.