Oriens Swiss Advisors
Legal

Data Protection

Oriens Swiss Advisors AG ("Oriens", "we", "us") takes the protection of your personal data seriously. This privacy policy explains how we process personal data of our clients and prospective clients, and of visitors to this website.

We process personal data in accordance with the Swiss Federal Act on Data Protection (FADP). Where the EU General Data Protection Regulation (GDPR) or the South African Protection of Personal Information Act (POPIA) applies to a particular processing activity, for example because of the place of residence of a client, we also comply with the requirements of those laws, and you have the additional rights they grant.

1. Controller

Oriens Swiss Advisors AG
Theaterstrasse 16
CH-8001 Zurich
Switzerland
Email: info@oriens.ch · Phone: +41 44 265 60 00

2. Scope

This privacy policy applies to the processing of personal data in the context of our portfolio management and investment advisory services, and in connection with this website. It is referred to in our client information brochure.

3. Clients and prospective clients

When you are a client or prospective client, we process the personal data required to establish, carry out and manage our business relationship with you. This may include in particular:

  • Identification and contact data (e.g. name, address, date of birth, nationality, copies of identification documents)
  • Information required by anti-money laundering regulations (e.g. beneficial ownership, origin of assets)
  • Financial information (e.g. assets, portfolio holdings, transactions, account and custody details)
  • Information about your investment profile (e.g. investment objectives, risk tolerance, knowledge and experience)
  • Correspondence and records of advisory meetings

We process this data to provide our portfolio management and investment advisory services, to communicate with you, and to comply with our legal and regulatory obligations, in particular under the Financial Services Act (FinSA), the Financial Institutions Act (FinIA) and the Anti-Money Laundering Act (AMLA).

Where necessary for these purposes, we disclose personal data to the following categories of recipients:

  • Custodian banks and brokers that hold your assets and execute transactions
  • Service providers who support us, e.g. our client portfolio management and reporting platform (WealthArc), IT and communication providers
  • Our compliance partner, audit firms and legal or tax advisors
  • Supervisory authorities and organisations (FINMA, our supervisory organisation) and other authorities where required by law

Our service providers process personal data only on our behalf and in accordance with our instructions.

4. Hosting and content delivery

This website is hosted and delivered via Netlify, Inc., 101 2nd Street, San Francisco, CA 94105, USA ("Netlify"). Netlify operates a global network of servers that delivers the website quickly and reliably.

When you visit the website, the following data is processed automatically for technical reasons:

  • IP address of the requesting device
  • Date and time of access
  • Requested page or file
  • Referrer URL (the page from which you arrived)
  • Browser type and version, operating system

This data is processed to deliver the website, to ensure its security and stability, and to detect and prevent misuse. It is not combined with other data sources and is not used to identify individual visitors. Netlify stores log data only for a limited period.

5. Cookies and web analytics

This website does not use cookies and does not use any web analytics or tracking tools. We do not create user profiles of visitors.

6. Fonts and media

All fonts, images and videos on this website are hosted on our own infrastructure. No data is transmitted to third-party providers such as Google Fonts when these are loaded.

7. Contacting us

If you contact us by email or telephone, we process the data you provide (e.g. name, contact details, content of your request) to handle your request. This data is not passed on to third parties without your consent unless required by law.

8. Links to other websites

This website contains links to external websites, including our client portal operated by WealthArc, the Swiss Association of Asset Managers (SAAM), the Swiss Financial Market Supervisory Authority (FINMA), the supervisory organisation AOOS and Google Maps (to show our location). Google Maps is not embedded in this website; data is only transmitted to Google if you click the link. We have no influence on the processing of data by these providers; their respective privacy policies apply.

9. Disclosure abroad

If you choose a custodian bank or booking centre outside Switzerland (e.g. in London, Monaco, Liechtenstein, Guernsey or Singapore), personal data required for this purpose is disclosed to that country. Such disclosure takes place to perform the contract with you or with appropriate safeguards, such as standard contractual clauses, where the country does not provide an adequate level of data protection.

Netlify is based in the USA and may process data in countries outside Switzerland. Netlify is certified under the Swiss-U.S. Data Privacy Framework, which the Swiss Federal Council has recognised as providing an adequate level of data protection. In addition, Netlify uses standard contractual clauses as a safeguard.

10. Retention

We retain personal data only for as long as necessary for the purposes described above or as required by statutory retention obligations. Data relating to client relationships is generally retained for ten years after the end of the business relationship, in accordance with the applicable commercial and anti-money laundering regulations.

11. Your rights

Under the applicable data protection law, you have the right to request information about the personal data we process about you, to have incorrect data corrected, to have data deleted, and to object to the processing of your data. Where the GDPR or POPIA applies, you may have further rights, such as the right to data portability or to restriction of processing. Statutory retention obligations may limit the deletion of data.

To exercise these rights, please contact us using the details above. You also have the right to lodge a complaint with the Federal Data Protection and Information Commissioner (FDPIC) or, where the GDPR or POPIA applies, with the competent supervisory authority in your country.

12. Changes

We may amend this privacy policy at any time. The version published on this website applies.

Last updated: 2 November 2026

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