Privacy Policy

We may collect information in the following ways:

Information You Provide

• Contact form submissions: Name, email address, and any details you share about your investment profile
• Consultation requests: Information about your financial situation, residency plans, and fund preferences
• Newsletter signups: Email address

Automatically Collected Information

• Usage data: Pages visited, time spent, referring URLs
• Device information: Browser type, operating system, IP address (anonymized where possible)
• Cookies: See our Cookie section below

We use your information to:

• Provide and personalize our advisory services
• Respond to your inquiries and consultation requests
• Send relevant content and updates (with your consent)
• Improve our website and services
• Analyze usage patterns to enhance user experience
• Comply with legal obligations
• Protect against fraud and unauthorized access

We do not sell your personal information to third parties.

If you are in the European Economic Area (EEA) or UK, we process your personal data based on:

• Consent: When you sign up for newsletters or explicitly agree to communications
• Contract: To provide services you have requested
• Legitimate interests: To improve our services, prevent fraud, and communicate with prospective clients
• Legal obligation: Where required by law

You have the right to withdraw consent at any time where consent is the legal basis.

We may share your information with:

• Service providers: Analytics (e.g., Google Analytics), email delivery, hosting—under strict data processing agreements
• Professional partners: Lawyers or tax advisors you choose to work with (only with your explicit consent)
• Legal authorities: When required by law or to protect our rights

We do not share your data with fund managers for marketing purposes. Our independence means we keep your information confidential.

Our website uses cookies and similar technologies:

Essential cookies: Required for the website to function (e.g., session management)

Analytics cookies: Help us understand how visitors use our site (e.g., Google Analytics). These may collect anonymized usage data.

Preference cookies: Remember your settings and preferences

You can control cookies through your browser settings. Disabling certain cookies may affect website functionality.

We retain your personal data only as long as necessary for the purposes described in this policy:

• Inquiry data: Typically up to 2 years after last contact, unless you become a client
• Client data: For the duration of our engagement plus applicable legal retention periods
• Marketing consent: Until you unsubscribe or withdraw consent
• Analytics data: Typically anonymized or aggregated; raw data retained per our analytics provider's terms

Depending on your location, you may have the right to:

• Access: Request a copy of your personal data
• Rectification: Correct inaccurate data
• Erasure: Request deletion of your data ("right to be forgotten")
• Restriction: Limit how we process your data
• Portability: Receive your data in a structured, machine-readable format
• Object: Object to processing based on legitimate interests
• Withdraw consent: Where processing is based on consent

To exercise these rights, contact us using the details below. You also have the right to lodge a complaint with your local data protection authority.

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction. This includes encryption (HTTPS), secure hosting, and access controls. However, no method of transmission over the internet is 100% secure.

Your data may be processed in countries outside your residence (e.g., where our hosting or analytics providers operate). When we transfer data to countries not deemed adequate by the EU/UK, we use appropriate safeguards such as Standard Contractual Clauses.

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children. If you believe we have collected data from a child, please contact us and we will delete it promptly.

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.

For privacy-related questions or to exercise your rights, contact us through the contact form on our website or at the address provided on our Contact page.