Privacy Notice


We take data protection seriously.

This privacy notice explains what personal data we may collect, why we collect it and how we may use it, and what rights you have in respect of personal data.

We are a data controller in respect of personal data. This means that we make decisions about how we use personal data in connection with our business, and we are legally responsible for those decisions.

We will only use personal data in accordance with the Data Protection Act 2018 and other applicable laws. We will obtain your consent to our use of your personal data where it is necessary or appropriate.

Personal data

Personal data is information that can be used to identify you.

The types of personal data we may collect will depend on the nature of our services and relationship with you, but may include names, addresses or other contact details, signature, data and place of birth, bank account details, information about assets or net worth and credit history.

Sources of personal data we may collect

We may collect personal data from the following sources:

Why we collect personal data

We may collect personal data for the purposes of deciding whether to provide our services, providing our services, administering the relationship between us, responding to enquiries about our services, complying with our legal obligations and furthering our legitimate business interests (e.g. marketing our services).

We may also notify you of additional ways in which we may use your personal data.

Using personal data

We will only use/process personal data where there is a permitted ground under the applicable law which allows us to do this. Such grounds may include where you have given your consent, where we have a legitimate interest, or we are required to comply with a legal obligation.

We will have a legitimate interest in processing personal data where we or a third party has determined that there is a reasonable expectation for us or a third party to collect and use the personal data for such purpose.

We do not use automated decision making.

Where you have consented to our use of your personal data, you may withdraw this consent at any time (see your personal data rights below). You also have the right to object to our use of your personal data for direct marketing purposes.

Sharing your personal data with third parties

We will never sell your personal data.

To provide our services, we may need to share personal data with third parties, such as our professional advisers and consultants; investment partners; law firms; insurers; service providers including accountants, IT consultants and third party data hosts; and regulatory or government authorities.

Any data that we share with third parties will be pursuant to contractual arrangements which contain data protection provisions to ensure that personal data is kept confidential and secure.

As we operate globally, we may transfer your personal data abroad for storage or processing where required, but we will only do this where suitable protections are in place.

Personal data verification and retention period

We will periodically review personal data to ensure it remains accurate and up to date, and that it remains necessary for us to retain it.

We will only retain personal data for as long as it is necessary for us to do so. When it is no longer necessary for us to retain personal data, we will securely delete it.

Generally speaking, we will retain personal data for the duration of any business relationship, plus such longer period as may be required for us to assert or defend any legal claims or comply with our legal obligations, regulatory requirements and reporting obligations.

Our retention policies are subject to your right to review, update, restrict the use of, and/or request erasure of your personal data.

Personal data rights

You have the right to:

If you wish to exercise any of your personal data rights, please contact us by email or post using the contact details below.

Contact details

Please contact us by email to or by post to 63 Grosvenor Street, London W1K 3JG