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| Establishment | August 1972, Trade Register of Lausanne N° 669/9553 |
| Form of incorporation | Public limited company with share capital of CHF 5.5million |
| Status | Dealer in securities authorized by the Swiss Financial Market Supervisory Authority |
| Business | Inter-professional trading of bonds and stocks Market making of non quoted small to medium capitalizations (Helvetica) Portfolio management, execution platform for independent portfolio managers |
| Membership | Member of the Swiss Bankers Association (SBA) Associated member of the Swiss Stock Exchange (SIX Stock Exchange) Member of the International Capital Market Association (ICMA) Member of Euroclear, Clearstream and SIX SIS |
| Quotation | Swiss Stock Exchange (domestic standard segment) ISIN CH0006227414 |
| Staff | 30+ |
| Board of Directors | MM. H. Plomb, E. Brandt, S. Bise, R. Menétrey, A. Spillmann, J.-L. Strohm, C. Plomb |
| Audit and risks Comittee | MM. J.-L. Strohm, S.Bise, E. Brandt |
| Management | MM. H.Plomb (Chairman), C.Plomb (Executive Director), O.Perroud (Administration), P. Kaeslin, R. Maiolatesi (Trading), L.Mettraux (Data processing), D.Furbringer (Treasury), S.Spinello (Settlement) |
| Main shareholders | MM. H. Plomb (majority), F. Menétrey, Bruellan Holding SA |
| Auditors | KPMG SA / CAC SA |
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