Administrative management of movable assets or real property, asset portfolios, financial products; administrative management of records relating to wealth and finance; appraisal, research and evaluation of companies and securities; administrative and commercial assistance in wealth management; business management assistance; business appraisal; business management and organization consultancy; business expertise; business information; computer file management; tax preparation; drawing up of statements of accounts; account verification; accounting services; financial auditing; market research and studies; provision of business information.

Wealth management services; financial management; financial affairs; banking affairs; monetary affairs; real estate affairs; asset management; management of movable assets or real property, wealth, financial portfolios, financial products, mutual funds; management services for real estate investments; raising and investing capital, savings; fund investment; management and administration of movable asset and real property funds, investments and real estate portfolios; real property management; real estate appraisals and expertise; financial, real estate and wealth research; financial, wealth and fiscal consultations; financial information, analyses and appraisals (insurance, banking, real estate); wealth management consulting services, financial management, real estate investments, financial strategy; provision of financial, real estate information, information on asset and wealth management; investment strategies covering listed and unlisted asset classes; financing services; financial operations and transactions; brokerage services in relation to the investment of funds; transfer and transaction services of investment funds; real estate investments; real estate, stock and bond brokerage; acquisition for financial investments; research service with respect to real property acquisitions; banking services; electronic transfer of funds; stock exchange quotations; stock exchange brokerage; fiscal assessments and valuations; financial sponsorship and patronage.