Your privacy and the confidentiality are our top priority.
Types of Information Collected
We gather personal information through forms such as RFPs and questionnaires, as well as from interactions via correspondence, email, phone calls, or in-person meetings. Additionally, we may obtain information from third parties, including your accountants, legal advisers, financial consultants, and other service providers. Online activities may also provide data through cookies or other tracking technologies commonly used by web browsers and applications.
How We Share Information
To ensure seamless service, Wellcamp Private Wealth shares relevant client information across its group of affiliated companies. For instance, affiliates may exchange information to manage portfolios, provide personalised client support, or identify opportunities for additional services.
Generally, Wellcamp Private Wealth does not share personal information with unaffiliated third parties except when necessary to deliver investment management services. For example, we may share client details with brokers or custodian banks to facilitate transactions and maintain accurate records. We do not engage in joint marketing with unaffiliated third parties or provide client information to them for independent marketing purposes.
Information is disclosed only as legally required or permitted. In cases such as mergers, acquisitions, restructuring, or asset sales, your information may be transferred or included as part of the transaction.
Our Commitment to Data Security
We implement robust technical, administrative, and procedural measures to protect your personal data from unauthorised access or misuse. However, safeguarding your password and account details is your responsibility. If you suspect any security concerns, such as potential unauthorised access to your account, please contact your account manager immediately.
International Data Transfers
As a global organisation, Wellcamp Private Wealth and its third-party service providers may collect and transfer your personal data to other countries. This may include processing by individuals located outside your home country who work for Wellcamp Private Wealth or our vendors. When transferring data internationally, Wellcamp Private Wealth ensures compliance with applicable legal and regulatory requirements.
Managing Your Wealth Should Not Be a Challenge
The perfect solution is out there, and it is our job to help you find it.