Privacy Policy

Last updated: 20 December 2025

Wealth Management Group AG (“we”, “us”, “our”) is committed to protecting the privacy and personal data of our clients, website visitors and business contacts.
This Privacy Policy explains how we collect, use, store and protect personal data in accordance with applicable Swiss and international data protection laws.

We process personal data in compliance with the Swiss Federal Data Protection Act (FADP) and, where applicable, the EU General Data Protection Regulation (GDPR).

1. Data Controller

Wealth Management Group AG
Claridenstrasse 20
8002 Zürich
Switzerland

Email: info@wealthmanagementgroupag.com

2. Scope of This Privacy Policy

This Privacy Policy applies to personal data processed in connection with:
• Visits to our website
• Enquiries submitted via our website or email
• Communications with prospective or existing clients
• Client onboarding and ongoing client relationships
• Business partners, professional advisers and service providers

3. Personal Data We Collect

Depending on the nature of your interaction with us, we may collect the following categories of personal data:

a) Contact & Identification Data
• Full name
• Email address
• Telephone number
• Postal address
• Company or employer (where applicable)

b) Communication Data
• Content of enquiries, emails or correspondence
• Records of meetings, calls or instructions (where applicable)

c) Technical & Website Usage Data
• IP address
• Browser type and version
• Operating system
• Date and time of access
• Pages visited and referring URLs

d) Client Due Diligence Data (where legally required)
• Identification documents
• Proof of address
• Beneficial ownership details
• Source of funds and source of wealth information

Such data is collected strictly in accordance with Swiss legal and regulatory requirements.

4. Purposes of Processing

We process personal data for the following purposes:
• Responding to enquiries and communications
• Providing information about our services
• Client onboarding, administration and relationship management
• Compliance with legal, regulatory and anti-money laundering obligations
• Risk management and internal controls
• Website security, functionality and improvement
• Internal record-keeping and business operations

5. Legal Basis for Processing

Personal data is processed on one or more of the following legal bases:
• Consent (where you have given explicit permission)
• Contractual necessity or pre-contractual measures
• Legal obligations, including regulatory and compliance requirements
• Legitimate interests, such as ensuring website security and business continuity

6. Disclosure to Third Parties

We do not sell or trade personal data.

Personal data may be shared only when necessary with trusted third parties, including:
• IT and website hosting providers
• Professional advisers (legal, tax, compliance)
• Banks, fiduciaries or service providers involved in delivering agreed services
• Regulatory or governmental authorities where legally required

All third parties are contractually bound to protect personal data and maintain confidentiality.

7. International Data Transfers

Where personal data is transferred outside Switzerland or the European Economic Area, appropriate safeguards are implemented to ensure an adequate level of data protection, in accordance with applicable laws.

8. Data Retention

We retain personal data only for as long as necessary to fulfil the purposes outlined in this Privacy Policy or to comply with statutory, regulatory or contractual retention requirements.

Personal data is securely deleted or anonymised once retention periods expire.

9. Data Security

We implement appropriate technical and organisational measures to protect personal data against:
• Unauthorised access
• Loss or destruction
• Alteration or misuse

Access to personal data is restricted to authorised personnel only.

10. Your Rights

Subject to applicable law, you have the right to:
• Request access to your personal data
• Request rectification of inaccurate or incomplete data
• Request deletion of personal data
• Object to or restrict processing
• Withdraw consent at any time (where applicable)

Requests may be submitted by contacting us at info@wealthmanagementgroupag.com.

11. Cookies & Website Analytics

Our website may use cookies or similar technologies to ensure proper functionality and improve user experience.

You may disable cookies via your browser settings.
Additional information may be provided in a separate Cookie Policy.

12. External Websites

Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of such external websites.

13. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time.
Any changes will be effective once published on this page with an updated revision date.

14. Contact

For questions regarding this Privacy Policy or the processing of personal data, please contact: