Private wealth management since 1991 · Serving clients across Europe
Headquartered in Zurich, Switzerland
Legal
Last updated: January 2025. This policy describes how Sterling Capital Group collects, uses, and protects your personal information.
We collect personal information you provide when opening an account, including your name, email address, phone number, and financial details required for regulatory compliance. We also collect usage data from our platform to improve service quality and security.
Your information is used to operate your investment account, process transactions, comply with financial regulations, communicate account updates, and improve our services. We do not sell your personal data to third parties.
We employ industry-standard encryption, access controls, and regular security audits to protect your data. Client funds are held in segregated accounts separate from company operating funds.
We retain your personal and transaction data for as long as your account is active and for a minimum of seven years thereafter, as required by financial regulations.
You have the right to access, correct, or request deletion of your personal data, subject to regulatory retention requirements. Contact clients@sterlingcapital.group to exercise these rights.
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For privacy-related enquiries, contact privacy@sterlingcapital.group