Imprint and Data Protection Policy

The content of this website is maintained with the greatest possible care. Nevertheless, no liability is assumed for the content. The content on is protected by copyright and may not be copied, distributed or modified for commercial purposes without express permission.  Weissenstein & Partner AG is not responsible for the content of linked pages.


All rights reserved. The images we use on our website are licensed from or were created by us.




Responsible for the content

Weissenstein & Partner AG
Bleicherweg 45
8002 Zürich


Tel. +41 44 552 43 43


Data Protection Officer:
Barbara Kuhn 



Boulevard de Grancy 19A
1006 Lausanne
Datacenter CH-DK-2 / Zürich


Code and Design


Data Protection Policy


With this data protection declaration, we would like to inform you transparently about how and for what purpose we collect, process and use your personal data. The following persons may be affected by our data processing:


•    Customers
•    Business partners
•    Visitors to our website
•    Persons who contact us
•    Newsletter recipients
•    Job applicants


We comply with the applicable legal provisions of the Swiss Data Protection Act and regulations on data protection. In addition, legal provisions such as fiduciary duty, professional secrecy, business secrecy, etc. apply where applicable.


Please read the following conditions carefully before proceeding. Persons who access the website signify their agreement to the following conditions:



What is personal data and what is processing

Personal data is any information relating to an identified or identifiable natural or legal person. Processing of personal data includes any handling of personal data, regardless of the means and procedures.

Scope, type and purpose of data processing

In principle, we collect your personal data directly from you, e.g. when opening a business relationship. Furthermore, personal data may be collected from other sources, such as public registers, the Internet, financial service providers, media, etc.


Use of services

When you use services from us, we process your personal data. This personal data is processed for the conclusion and fulfillment of contracts. Furthermore, personal data is processed for the monitoring and management of risks and for the fulfillment of legal or regulatory obligations.
The following categories of data may be processed when services are used:

•    Personal data (e.g. name, address, nationality, date of birth, professional details)
•    Contact data (e.g. email address, telephone number)
•    Beneficiary details, information on the banking relationship, risk profile, investment profile

Contact with business partners

When contacting business partners, we process the following categories of personal data for the purpose of initiating and executing contracts and for accounting purposes:
•    Inventory data (e.g., name, address, professional details).
•    Contact data (e.g. email address, telephone number)

Depending on the area of activity, personal data may also be used for the purpose of closer examination of the contracting parties (due diligence).


When you contact us, e.g. call or write to us, we usually process inventory data (e.g. name, address) and contact data (e.g. email address or telephone number). We use this personal data to communicate with you, to process your request and to provide you with information.

Visitors to our website

No data is collected or used when visiting our website.

Newsletter recipients

You have the option to sign up for our newsletter by agreeing to receive newsletters. In doing so, your first name, last name and email address are collected during registration. We use this data exclusively for the newsletter dispatch. You can revoke your consent to the storage of this data and its use for sending the newsletter at any time using the "Unsubscribe" function.
For the newsletter dispatch, we use the services of Mailchimp. Mailchimp is a subsidiary of the US corporation Intuit. You can view the privacy policy of Intuit, rsp. Mailchimp here.

Job applicant

When you apply for a job with us, we also process personal data. As a rule, we collect the usual documents for the job application, which may also contain personal data about third parties.

Legal protection

We also process your personal data in order to protect our rights. To the extent permitted and necessary, we may disclose your personal data and the personal data of third parties to third parties in Switzerland and abroad in order to protect our interests and secure our claims.

Use of web analytics tools and cookies

We do not use web analytics tools such as Google Analytics to protect the privacy of visitors to our website. Cookies are not used. However, for technical reasons, certain log files are necessary for the provision of our website and its functionality.

Storage period of your personal data

Your personal data will be stored for as long as is necessary for the fulfillment of the purpose or for as long as there is a legal obligation to retain the data. After expiry of the retention periods, your personal data will be deleted or anonymized.

To whom we disclose your personal data

We may disclose personal data to third parties in order to use the services of order processors, to execute orders, on the basis of legal and regulatory obligations, legal justification or official orders and to the extent necessary to protect our legitimate interests. 
If we use the services of order processors, we ensure data protection by the order processor through careful selection of the order processor and contractual agreements.

Disclosure of personal data abroad

The order processors or recipients of your personal data may be located in Switzerland or abroad, such as in countries of the EU as well as in the USA.
If the recipient of your personal data is located in a country that does not have the same level of data protection as Switzerland, we take appropriate precautions to ensure adequate data protection when disclosing personal data.

Data security

To protect the security of your personal data, your personal data is transmitted encrypted using HTTPS. You can tell by the closed representation of the lock symbol in the address bar of your browser whether an individual page of our website is transmitted in encrypted form. In addition, we use other appropriate technical and organizational security measures to protect your personal data against loss, destruction, manipulation or access by unauthorized third parties. 


The Internet is a publicly accessible system and security risks cannot be completely ruled out.

Contact and complaint options

If you have any questions or concerns about this privacy statement or the processing of your personal data, please contact:
Weissenstein & Partner AG, Bleicherweg 45, 8002 Zurich,


Furthermore, you are free to lodge a complaint against the way your personal data is processed with the responsible supervisory authority: Eidgenössische Datenschutz- und Öffentlichkeitsbeauftragte (EDÖB).For more information about EDÖB please visit:

Changes to the privacy policy

Our data processing or data protection regulations may change. We reserve the right to adapt this privacy policy accordingly at any time.

Legal notice

The information provided on this website constitutes advertising within the meaning of Art. 68 FinSA. It expressly does not constitute a) an offer or a recommendation for a specific investment, b) nor a product through which such an investment can be offered or sold, nor c) advice or an expression of our opinion as to whether such an investment is appropriate. This information is subject to the condition that no direct or indirect liabilities arise for us from its use.

All information is provided without guarantee.


Status: January 1, 2022