We are not a bank. But we can offer you more, while safeguarding your wealth.
PROTECT & DEVELOP YOUR WEALTH
The choice of your custodian is crucial for your protection. Thanks to its status of FINMA licensed Securities Firm, opening an account at Fidurhône offers you one of the safest options.
The second step involves careful selection of your wealth manager. Fidurhône is the ideal choice when it comes to managing your wealth on a discretionary basis, since we add an extra level of security by not selling any in-house products. This is crucial when it comes to keeping our interests aligned with our clients’ interests at all times.
If you prefer to manage your portfolio on your own, you may use our trading facilities – while continuing to benefit from our services.
SIMPLIFY YOUR LIFE
The complexities wealthy families may come across require a number of sophisticated skills: estate planning (trusts, foundations, private funds, etc.), managing intellectual property rights or establishing a family governance plan.
Our highly qualified and dedicated team discharge families from the burden of all administrative & legal tasks – be it on a private or professional level.
Whenever needed, Fidurhône adapts or develops new services – internally and hand in hand with the best international experts.
This data protection policy describes how Fidurhône SA ("Fidurhône") processes the personal data that it may receive in its capacity as data owner.
1. Data owner status
Fidurhône can be contacted using the contact details under the “where” tab on our site.
2. Type of personal data collected
In the context of its business relationship with clients and the legal and contractual obligations arising therefrom, Fidurhône processes personal data received in principle directly from its clients, in particular :
• identification and contact details, such as surname, first name, date of birth, telephone number and address;
• data relating to family and professional profile, such as occupation, investment knowledge, etc;
• financial and tax data, such as income, gains and investments, debts, tax residence, etc;
• data relating to interactions with Fidurhône and the use of the Company’s services, such as telephone records, letters and e-mails;
• any other data that Fidurhône must collect by virtue of a legal obligation.
As part of its legal obligations, Fidurhône may also in certain cases collect personal data from third parties, for example by accessing public databases (e.g. internet search engines) or paying databases (e.g. press subscriptions).
Fidurhône does not collect any personal data through its website.
3. Third party data
If a client communicates personal data from third parties to Fidurhône, the client must ensure that the person concerned has been informed of this data protection policy.
4. Aim of the treatment
Fidurhône processes the personal data of its clients in particular to provide them with the services requested, to meet its legal obligations, as well as in the presence of overriding legitimate interests (e.g. exercising a right).
5. Data security
Fidurhône takes appropriate technical and organisational measures to protect the security of personal data, in compliance with applicable law.
6. Communication to third parties
Personal data is transferred to third parties when this is necessary to perform the services requested, in particular for the execution of transactions (e.g. SWIFT). In addition, Fidurhône reserves the right to subcontract the processing of personal data to third parties who are contractually bound to confidentiality, such as IT or compliance departments. Personal data may also be communicated to its legal advisors, the auditor, authorities, courts or similar institutions when Fidurhône is required to disclose information by law or applicable regulations or to protect its legitimate interests.
7. Communication abroad
Fidurhône may need to communicate personal data abroad in order to perform its contract, in particular for the execution of transactions (e.g. SWIFT) or when required by law or applicable regulations (e.g. tax reporting). Fidurhône undertakes to ensure that any transfer abroad complies with the applicable provisions.
8. Deletion
Personal data are deleted when they are no longer reasonably necessary to provide the services, if Fidurhône is not required to keep them by its legal obligations, unless Fidurhône has an overriding private interest in keeping the data concerned.
9. Rights of the persons concerned
Any person concerned by the processing of personal data has the right to access his/her personal data, to have them rectified, to prohibit or limit their processing, to request their deletion and in certain cases to request that they be handed over to them or transmitted to a third party. Fidurhône may be entitled to refuse to act on a claim if it is legally obliged to process the data concerned or if there is an overriding private interest on the part of Fidurhône or a third party.
10. Changes
This data protection policy may be amended at any time; such amendments take effect as soon as they are published on the Fidurhône website.