Privacy policy

We collect information you provide directly to us — such as your name, contact details, and the objectives you share when you request an introduction or become a client.

We also collect limited technical information automatically when you visit our website, including your browser type, device, and pages viewed, to help us understand how the site is used and to keep it secure.

We use your information to respond to enquiries, to assess suitability and eligibility, to provide and administer our investment services, and to meet our legal and regulatory obligations.

We do not sell your personal data. We may share it with service providers and professional advisers who act on our behalf, and with regulators or authorities where we are required to do so by law.

We apply organisational and technical safeguards designed to protect your information against unauthorised access, loss, or misuse, and we retain it only for as long as necessary to fulfil the purposes described here or as required by law.

You may request access to the personal data we hold about you, ask us to correct it, or withdraw consent to certain uses, subject to legal and contractual limits. To exercise these rights, please contact us through our contact page.