Privacy Policy

Introduction Herculis Partners SA (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients and website visitors. As a leading European wealth management boutique regulated by FINMA, FCA, AOOS and LBMA, we adhere to the strictest standards of data protection under European law.

Information We Collect We may collect personal information that you provide to us directly when you contact our offices in Geneva, Porrentruy, or Lugano, or when you engage us for our bespoke portfolio management, alternative investments, or M&A advisory services. This may include your name, contact details, financial background, and any other information required for our strict compliance and onboarding procedures.

How We Use Your Data Your data is used exclusively to:

  • Provide tailored alternative investments and portfolio management services.
  • Fulfill our legal and regulatory obligations under the Swiss Financial Market Supervisory Authority (FINMA), The Financial Conduct Authority (FCA), Aufsichtsorganisation (AOOS) and The London Bullion Market Association (LBMA).
  • Communicate with you effectively regarding your assets and inquiries.

Data Sharing and Security Your capital and data stay safely safeguarded with absolute transparency. We do not sell your personal information. Data may be shared discreetly within the Herculis Group (such as with Herculis Fiduciaires AG for accounting or legal assistance) strictly to support your enduring needs.