Privacy

Data Protection

Privacy Principles

Protecting Sensitive Financial Information

In an increasingly digital environment, the protection of personal and financial information is essential. Financial data is among the most sensitive information a person can disclose, and we treat its confidentiality, integrity, and security with the highest priority.

Our objective is to provide a secure, privacy-conscious digital environment in which sensitive financial information is handled responsibly and professionally.

Lake Lucerne
Observatory
Legal Framework

Swiss Legal Foundation

Our approach is guided by the principles of privacy protection under Swiss law, including Art. 13 of the Swiss Federal Constitution and the Swiss Federal Act on Data Protection (FADP).

These legal foundations recognize the right to privacy and protect individuals against the misuse of personal data.

Data Security

Security, Control & Technological Independence

To safeguard client information, we apply advanced technical and organizational security measures. These include encrypted data storage, continuous system monitoring, malicious code detection and removal, regular configuration audits, intrusion detection, and comprehensive system health documentation.

We also place strong emphasis on transparency, control, and technological independence. Where appropriate, we prioritize open standards and open-source technologies as part of our data protection and infrastructure strategy. This supports auditability, reduces reliance on opaque third-party systems, and strengthens our ability to enforce internal security policies.

By operating technologies that can be reviewed, controlled, and secured within our own infrastructure, we maintain a high degree of control over client data and reduce unnecessary exposure to external platforms.

Contact

For data protection questions

For any questions related to data handling, privacy, or requests concerning your personal data, please contact us.

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