Privacy Policy
1. Who is responsible for processing your data?
The entity responsible for the data processing described in this Privacy Policy is:
If you have any questions or concerns regarding data protection, please contact us at the address above.
2. What personal data do we process and for what purpose?
We process personal data that you provide to us or that we collect in the course of our business activities. This includes:
When you visit our website: For technical reasons, our servers temporarily store data about each access in a log file. This includes the IP address of your device, the date and time of access, the name and URL of the accessed file, the website from which the access was made (referrer URL), the browser you are using, and your device's operating system. This data is processed to enable the use of our website, ensure system security and stability, and for statistical purposes.
When you contact us: If you contact us via email or a contact form, we process the data you provide (e.g., name, email address, phone number, and the content of your inquiry) to respond to your request.
In the context of a business relationship: We process personal data of our clients, their representatives, and other involved parties to provide our financial services, fulfill contractual obligations, and comply with legal and regulatory requirements (e.g., under anti-money laundering laws). This may include identification data, financial information, and transaction data.
3. Legal Basis for Processing
We process your personal data in compliance with the Swiss Federal Act on Data Protection (FADP) and, where applicable, the EU General Data Protection Regulation (GDPR). Our processing is based on:
The necessity for the performance of a contract with you or for pre-contractual measures.
Your consent, where you have provided it (e.g., for newsletters).
The necessity to comply with a legal obligation (e.g., regulatory duties).
Our legitimate interests, provided your interests do not override them (e.g., for website security, marketing, and business administration).
4. Use of Cookies and Web Analytics
Our website uses cookies, which are small text files stored on your device. They help us make our website more user-friendly, effective, and secure. Some cookies are "session cookies" that are deleted after your visit, while others remain on your device until you delete them, allowing us to recognize your browser on your next visit. You can configure your browser to block or delete cookies, though this may limit the functionality of this website.
5. Google Analytics
For the purpose of analyzing and optimizing our website, we use Google Analytics, a web analytics service provided by Google LLC (USA) and Google Ireland Ltd. (Ireland). Google Analytics uses cookies to evaluate your use of the website and compile reports on website activity.
The information generated by the cookie is usually transmitted to a Google server in the USA and stored there. We have activated IP anonymization on this website, which means your IP address will be truncated by Google within the European Economic Area before being transmitted to the USA. Only in exceptional cases will the full IP address be transmitted and shortened in the USA. Google will not merge the IP address transmitted by your browser with other data.
6. To whom do we disclose your data?
We only share your personal data with third parties if this is necessary for the provision of our services, if there is a legal obligation, or if you have given your consent. Recipients may include:
Service providers (e.g., IT providers, hosting partners, financial intermediaries, custodians).
Auditors, legal advisors, and consultants.
Supervisory authorities, courts, and other official bodies.
Data may be transferred to countries that may not have a level of data protection equivalent to Switzerland's. In such cases, we ensure an adequate level of protection through appropriate safeguards, such as the use of standard contractual clauses.
7. How long do we store your data?
We process and store your personal data only for as long as it is necessary for the purposes for which it was collected, for the duration of our contractual relationship, or as required by statutory retention periods (typically 10 years for business records).
8. Your Rights
You have the right to request information about the personal data we process about you. You also have the right to request the correction of inaccurate data, the completion of incomplete data, the deletion of your data, and the restriction of processing. Furthermore, you have the right to object to the processing of your data and, where applicable, the right to data portability.
You may withdraw any consent you have given at any time, with effect for the future.
To exercise your rights, please contact us at the address provided in Section 1. You also have the right to lodge a complaint with the competent supervisory authority, which in Switzerland is the Federal Data Protection and Information Commissioner (FDPIC).
9. Changes to this Privacy Policy
We may amend this Privacy Policy at any time without prior notice. The current version published on our website is the one that applies.
Last updated: November 2025
