Independent financial advisory, based in Zurich.

Contact address

Turicum Advisory AG
Buckhauserstrasse 36
CH-8048 Zurich
info@turicumadvisory.ch

Swiss registry of commerce

Turicum Advisory AG
Company nr: CH-020.3.042.098-1
Registry of commerce of canton of Zurich

The author reserves the right not to be responsible for the topicality, correctness, completeness or quality of the information provided.

Liability claims regarding damage caused by the use of any information provided, including any kind of information which is incomplete or incorrect, will therefore be rejected.

All offers are non-binding. Parts of the pages or the complete publication including all offers and information might be extended, changed or partly or completely deleted by the author without separate announcement.

References and links to third party websites are outside our area of responsibility. Any responsibility for such websites is declined. Access and use of such websites is at the user’s own risk.

The copyrights and all other rights to the content, images, photos or other files on the website belong exclusively to Turicum Advisory AG or to the specifically named rights holders. The written consent of the copyright holders must be obtained in advance for the reproduction of any elements.

Based on Article 13 of the Swiss Federal Constitution and the data protection provisions of the Swiss Confederation (Data Protection Act, DSG), every person has the right to protection of his or her privacy and to protection against misuse of his or her personal data. We comply with these provisions. Personal data is treated as strictly confidential and is neither sold nor passed on to third parties.

In close cooperation with our hosting providers, we strive to protect the databases as well as possible against unauthorized access, loss, misuse or falsification.

When you access our web pages, the following data is stored in log files: IP address, date, time, browser request and general transmitted information about the operating system or browser. This usage data forms the basis for statistical, anonymous evaluations so that trends can be identified, which we can use to improve our offerings accordingly.

The Anti-Money Laundering Act states that financial intermediaries must be members of a self-regulatory organisation (SRO) under civil law as a way of preventing money laundering.

• SRO member search
• Anti-Money Laundering Act (AMLA)
• Money Laundering Reporting Office Switzerland (MROS)
• SRO Forum

Turicum Advisory AG is a professional financial intermediary pursuant to Art. 2 para. 3 of the Anti-Money Laundering Act (AMLA) and member of the SRO recognised by FINMA in accordance with Art. 14 para. 1 AMLA.

Turicum Advisory AG is supervised by VQF and not by FINMA.

Reports and complaints must be sent directly to the responsible SRO. Please click on the following link for SRO member search and their contact details.

List for SRO member search →

Date: June 2026 · Turicum Advisory AG

In this Privacy Notice, we, Turicum Advisory AG (“Turicum”), explain how we collect and process your personal data to ensure a transparent and lawful data processing and to provide you with the information you need to assert your rights under the Federal Act on Data Protection (FADP). If you have any further questions regarding the processing of your personal data, please do not hesitate to contact us.

1. Identity and contact details of the controller

The “controller” of data processing as described in this Privacy Notice (i.e., the responsible person) is Turicum Advisory AG, Buckhauserstrasse 36, 8048 Zurich. You can send your data protection-related concerns and/or requests to the following address: info@turicumadvisory.ch.

2. Collection and processing of personal data

2.1 Definition of personal data. The term “personal data” refers to all information relating to an identified or identifiable natural person (“data subject”).

2.2 Direct collection from data subjects. We primarily process personal data that we receive in the course of initiating, assessing or carrying out a business relationship with you or your employer or others represented by you, or that we collect as a user of our website and, where applicable, apps and other applications. This is information that we need to pursue the purposes set forth in Section 3 (e.g., name, contact address, telephone number, nationality, information about your family, work and financial situation, etc.).

If you provide us with personal data of other persons (e.g. family members, work colleagues etc.), please make sure that these persons are aware of this Privacy Notice and only share their personal data if you are allowed to do so and if this personal data is correct.

2.3 Indirect collection from third parties. To the extent permitted, we obtain certain personal data from publicly accessible sources (e.g. debt collection register, land register, commercial register, press, internet) or we obtain such information from authorities or other third parties (e.g. custodian banks as well as databases and credit agencies).

Apart from the personal data that you disclose to us directly (Section 2.2), the categories of personal data that we receive about you from third parties include, but are not limited to, information:

• from public registers (e.g. information from the commercial register on your function within the company and your authority to sign for the company you represent);
• in connection with any administrative or judicial proceedings;
• in connection with your professional role and activities (e.g., to enter into and perform contracts with your employer);
• from correspondence and conversations with third parties (if we assess, enter into or conduct a business relationship with you);
• provided to us by persons associated with you (e.g. family members, consultants, agents, etc.) for the purpose of assessing, entering into or performing contracts with you (e.g. references, powers of attorney);
• concerning compliance with legal requirements such as those relating to fraud, anti-money laundering, terrorism, and export restrictions;
• from banks, insurance companies and distributors and other contractual partners of Turicum for the use or provision of services by you (e.g. payments, purchases etc.);
• from media and internet about your person (as far as this is indicated in the concrete case, e.g. in the context of an application, marketing/sales, review etc.);
• about your address and, if applicable, your interests and your other socio-demographic data (esp. for marketing and market research);
• in connection with the use of third-party websites and online offers where such use can be attributed to you.

Please note that our web server automatically logs every visit to our website in a temporary log file. User-specific data (e.g. information about your browser and your IP address) as well as technical data (e.g. URL of the referring website) are logged for the purpose of establishing the connection and optimizing the website visit, for which purpose “cookies” may be used (Section 5).

3. Purposes of the data processing

We process your personal data primarily for the conclusion and performance of contracts with our clients and business partners, in particular in connection with the provision of asset management and advisory services as well as the procurement of products and services from our suppliers and other business partners. Your personal data is also processed to fulfil legal and regulatory obligations in Switzerland and abroad (e.g. in the area of anti-money laundering).

In addition, we may process personal data about you and other persons, to the extent permitted and as we deem appropriate, in particular for the following purposes in which we (and, as the case may be, third parties) have a legitimate interest:

• providing and further developing our products, services and websites, apps and other platforms on which we are present;
• communication with third parties and processing of their requests;
• reviewing and optimizing needs assessment procedures for direct customer contact and obtaining personal data from publicly available sources for customer acquisition;
• marketing, unless you have objected to the use of your data for this purpose. If you are part of our customer base and receive our advertising, you may object at any time by sending an e-mail to the address indicated in Section 1;
• statistics, conducting market and opinion research;
• assertion of legal claims and defence in connection with legal disputes and proceedings;
• prevention and investigation of criminal offences and other misconduct (e.g., conducting internal investigations, data analysis to combat fraud);
• ensuring the functionality and security of our operations, in particular IT, our websites, any apps and other platforms;
• video surveillance to safeguard domiciliary rights and other measures for IT, building and facility security as well as for the protection of our employees, customers and other persons as well as assets belonging to or entrusted to us (e.g. by means of visitor lists, access controls, network and mail security, telephone recordings);
• acquisition and sale of business divisions, companies or parts of companies and other transactions and the related transfer of personal data as well as measures for the business management of Turicum.

4. Cookies

We only use technically necessary cookies (codes temporarily stored in your browser) on our website in order to be able to guarantee you a flawless browsing experience on our website. These are so-called session cookies, which are deleted after the end of your website visit. You have the option at any time to configure your browser so that cookies are blocked or deleted prematurely. However, this may affect the functions of the website. Please note that if you click on a third-party link, we are not responsible for the subsequent processing of your data, and you must comply with the relevant third-party provisions.

5. Recipients of personal data

We may disclose your personal data to third parties in the course of our business activities and in pursuit of the purposes described in Section 3. These third parties process your data either on our behalf and according to our instructions (“processors”) or on their own responsibility. These third parties include the following:

• financial institutions that are involved in the provision of our services to our customers (e.g. domestic and foreign banks);
• service providers (e.g. accountants, compliance, IT providers, web hosting agencies);
• audit firms;
• consultants and law firms;
• brokers, suppliers, subcontractors;
• customers and business partners;
• domestic and foreign government agencies, authorities or courts;
• associations, organizations and other entities;
• potential acquirers of our companies or parts thereof;
• parties and other involved persons in legal or regulatory proceedings in Switzerland and abroad;

together “recipients”.

6. Data abroad

The recipients pursuant to Section 5 are generally located in Switzerland, but in exceptional cases may be located abroad, where in particular custodian banks as well as our service providers may be. If we disclose your personal data to a recipient in a country without adequate statutory data protection, we will ensure adequate data protection by means of appropriate contracts (standard contractual clauses that the Federal Data Protection and Information Commissioner [FDPIC] has approved, issued or recognized in advance) and — if necessary — additional protective measures or rely on a legal exception (e.g. your consent, necessity for contract performance or for the establishment, exercise or enforcement of legal proceedings or an overriding public interest).

7. Duration of the retention of personal data

We process and retain your personal data as long as it is necessary for the fulfilment of our contractual obligations and compliance with legal obligations or other purposes pursued with the processing, for example, for the duration of the entire business relationship (i.e. from the initiation, during the performance of the contract until to its termination) and beyond that in accordance with the statutory retention and documentation obligations. It is possible that personal data will be retained for the time during which claims can be asserted against our company or if other legitimate business interests require this (e.g. evidence and documentation purposes). As soon as the purposes and/or laws no longer require it, your data will be deleted or made anonymous.

8. Data security

We take appropriate technical and organizational measures to protect your data from loss and unauthorized access and misuse. These include employee training, IT and network security solutions, access controls and restrictions, pseudonymization of personal data (e.g., when disclosing personal data to service providers), and regular checks.

9. Automated individual decision-making

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10. Your rights

You can revoke consent you may have given to the processing of your personal data at any time with effect for the future by writing to the address given in section 1.

You have the right to access, rectification and erasure as well as the right to receive certain personal data for the purpose of transfer to another controller. Please note that we reserve the right to invoke restrictions provided for by law, for example if we are obliged to retain or process certain data, if we have an overriding interest or need the data to assert claims.

The exercise of such rights usually requires that you clearly prove your identity by providing us with a copy of your ID. To exercise your rights, you can contact us at the address indicated in Section 1.

As a data subject, you also have the right to enforce your claims in court or to file a complaint with the competent data protection authority. The competent data protection authority is the Federal Data Protection and Information Commissioner.

11. Amendments

We may amend this Privacy Notice at any time without prior notice. The current version published on our website shall apply.

Version valid from June 16, 2026.