Privacy Policy

Name and address of data controller and data protection advisor

B&M Wealth Management AG

Gartenstr. 36, 8002 Zurich

Phone: +41 44 285 90 00


B&M will treat your personal data confidentially and in accordance with the statutory data protection provisions, in particular the Swiss. Bundesgesetz über den Datenschutz (DSG) and this data protection declaration. B&M processes personal data of the contractual partner in direct connection with the conclusion of a contract (justification).

The use of our website is generally possible without providing personal data.

When you contact us by e-mail or via a contact form, the data you provide (your e-mail address, name and telephone number, if applicable) will be stored by us in order to answer your questions. We delete the data accruing in this context after the storage is no longer necessary or restrict the processing if there are legal retention obligations.

We would like to point out that data transmission on the Internet (e.g. when communicating by e-mail) can have security gaps despite the security precautions we have taken. Complete protection of data against access by third parties is not possible.

Collection of general data and information

Our website collects a series of general data and information with every call by a data subject. This general data and information is stored in the server's log files. These include:

  • Browser type and version
  • Operating system used, referrer URL
  • Host name of the accessing computer
  • Time of the server request

This data is not assigned to specific persons. This data is not merged with other data sources. We reserve the right to check this data retrospectively if we become aware of specific indications of unlawful use.


Most of the cookies we use are so-called "session cookies". They are automatically deleted after the end of your visit. Others remain stored on your end device until you delete them. Cookies do not cause any damage to your computer and do not contain viruses. Cookies are small text files that are stored on your computer and saved by your browser.

The purpose of the cookies is in particular to analyse the use of this website for statistical evaluation as well as for continuous improvements.

You can deactivate cookies completely or partially at any time in the settings of your browser. If cookies are deactivated, you may no longer be able to use all the functions of this website.

Google Analytics

We use Google Analytics, a web analytics service provided by Google, Inc. Google Analytics uses cookies. These text files are stored on your computer and enable an analysis of the use of the website. The information generated by the cookie about your use of this website is usually transmitted to a Google server in the USA and stored there. In the event that IP anonymisation is activated on this website, however, your IP address will be truncated beforehand by Google within member states of the European Union or in other contracting states to the Agreement on the European Economic Area. Only in exceptional cases will the full IP address be transmitted to a Google server in the USA and shortened there. This website uses this information to optimise internet use for you.

Google Maps

We use the map service Google Maps from Google Ireland Limited in Dublin, Ireland on this page. For correct display, Google Maps stores your IP address, which is often sent to Google servers in the USA and stored there. In addition, when you call up Google Maps, your browser may load web fonts into the cache in order to display fonts correctly, which may involve the use of Google Fonts.

We use Google Maps to present our online content attractively and to make the locations indicated on our website easy to find. Details on data processing by Google Maps can be found in Google's privacy policy:

Google Web Fonts

We use web fonts from Google LLC in Mountain View, USA, on this page to display fonts consistently. When you call up a page, your browser loads these fonts into the cache so that texts are displayed correctly. In the process, your browser connects to Google servers, which tells Google that our website was accessed via your IP address. Our use of Google Web Fonts is intended to make our online content visually appealing. If your browser does not support web fonts, a standard font from your computer will be used.

More about Google Web Fonts can be found here: Details on data protection at Google can be found at:


We use WPML from OnTheGoSystems Limited, 22/F 3 Lockhart Road, Wanchai, Hong Kong. WPML is a multi-language plugin for WordPress. We use WPML to display our website in different languages. When you visit our website, WPML stores a cookie on your terminal device to save the language setting you have selected. Personal data can be stored and analysed, especially the user's activity (in particular which pages have been visited and which elements have been clicked on) as well as device and browser information (in particular the IP address and the operating system).

Contact possibility via the website

If you send us enquiries via the contact form or e-mail, your details will be stored by us for the purpose of processing the enquiry. We do not pass on this data without your consent.

Your rights

As a natural person concerned, you have the right to receive information free of charge at any time about whether personal data about you is being processed. If the legal requirements are met, you have a right to correction or deletion or to restriction of processing.

Content of the information:

  • the identity (company) and contact details of B&M
  • the personal data processed as such
  • the purpose of the processing
  • the retention period of the personal data
  • the available information on the origin of the personal data, if not collected from the data subject
  • where applicable, the recipients or categories of recipients to whom the personal data are disclosed.

If your data is processed on the basis of consent, you can withdraw your consent and stop the processing at any time. To exercise your rights, please contact us using the contact details above.

You have the possibility to lodge a complaint with the company data protection officer (see above for contact details).

Applicable law and place of jurisdiction

Swiss (data protection) law shall apply exclusively to the website of B&M with its registered office in Switzerland, unless other mandatory law, in particular the EU General Data Protection Regulation (GDPR), applies to the natural person concerned.

Changes to the privacy policy

B&M is entitled to change this privacy policy if necessary.

Consent to the privacy policy

The data subject fully accepts the content of the privacy policy as amended from time to time.

Legal notice

B&M accepts no liability for the accuracy and completeness of the content of the information. 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.

Logo B&M Wealth Management

B&M Wealth Management AG
Gartenstrasse 36
8002 Zurich, Switzerland
Tel. +41 (0) 44 285 90 00

©B&M Wealth Management AG 2023


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