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Privacy Policy for Wealth Management in Switzerland

Privacy Policy

Last updated: 5 September 2026

Who is responsible

Michael Welti is responsible for the processing of personal data described in this Privacy Policy.

Michael Welti
Switzerland
Email: info@welti.pro

Scope of this policy

This policy explains how personal data is processed when you visit welti.pro, use its contact form or contact me by email.

It covers website operation, visitor statistics, security and professional correspondence.

Information collected

When you visit the website, the hosting and technical service providers may process information such as your IP address, access time, pages requested, referring website, browser, operating system and device details. Technical logs may also record errors and security events.

When you contact me, I process the information you provide, including your name, email address, message and any subsequent correspondence.

Please do not send account credentials, identity documents, portfolio statements or other sensitive personal or financial information through the contact form. If necessary, an appropriate way to exchange documents can be agreed separately.

Why information is processed

Personal data is processed to operate and protect the website, understand how it is used, respond to enquiries and manage related correspondence.

Information may also be processed to investigate misuse, meet legal obligations or establish, exercise or defend legal claims.

Providing contact information is voluntary. However, I may be unable to respond to an enquiry without sufficient information.

Applicable data protection law

Personal data is processed in accordance with the Swiss Federal Act on Data Protection.

Where the EU General Data Protection Regulation applies, the legal basis depends on the purpose of processing. This may include legitimate interests in maintaining a secure website and responding to correspondence, steps taken at your request before entering into a contract, compliance with legal obligations or your consent.

Where processing relies on consent, you may withdraw it with effect for the future. Withdrawal does not affect the lawfulness of processing carried out beforehand.

Hosting and website services

The website is built and hosted using GoDaddy services. GoDaddy and its service providers process information needed to deliver, maintain and secure the website. This may include technical data and information submitted through the contact form.

Depending on the service and purpose, GoDaddy may act as a processor on my behalf or process certain information under its own responsibility.

Further information is available in the GoDaddy Privacy Notice.

Contact form and email

Information submitted through the contact form or by email is used to handle your enquiry and any related correspondence. It may be stored within the website communication tools and email systems used for this purpose.

Sending an enquiry does not subscribe you to a newsletter or authorise unrelated marketing messages.

Spam protection

The contact form uses Google reCAPTCHA to help detect automated submissions and misuse.

This service may process technical information about your device, browser, IP address and interactions with the website to assess whether a submission comes from a person or an automated system. Cookies or similar technologies may be used for this purpose.

Further information is available in the Google reCAPTCHA documentation. The contact form also displays links to the Google Privacy Policy and Google Terms of Service.

Cookies and website statistics

The website uses cookies and similar technologies for site operation, security and visitor statistics.

GoDaddy provides website statistics that help me understand visitor activity and improve the website. Depending on the technology involved, information may include pages viewed, visit times, device details, IP addresses and approximate location.

The cookie banner provides options to accept or decline optional cookies. Technologies necessary for website operation or security may remain active.

You can also delete stored cookies or restrict them through your browser settings. Restricting cookies may affect some website functions. Deleting cookies does not delete information already collected.

External links

The website contains links to third-party websites, articles and social profiles, including LinkedIn and X.

When you follow an external link, the destination website processes information under its own privacy terms. These terms should be reviewed before providing personal information there.

Recipients of personal data

Where necessary, personal data is made available to providers of hosting, website functionality, security, email, communications and technical support.

Information may also be disclosed to professional advisers or competent authorities where necessary to meet legal obligations or protect legal rights.

I do not sell your personal data.

International processing

Service providers may process personal data outside Switzerland.

[Before publication, insert the confirmed destination countries for GoDaddy, reCAPTCHA and the email service, together with the applicable transfer mechanism for each, such as a recognised adequacy decision or standard contractual clauses with the necessary Swiss adaptations.]

Information about the safeguards applicable to your data can be requested using the contact details above.

How long information is retained

Personal data is retained for as long as it is needed for the purpose for which it was collected.

For correspondence, this depends on whether the enquiry has been resolved, whether an ongoing professional relationship exists and whether records are needed to meet legal obligations or address potential claims.

Technical logs, security records and website statistics are subject to the retention settings and periods of the relevant services. Information may remain in backup systems until those backups are replaced or expire.

Your rights

Depending on the applicable law and circumstances, you may request access to your personal data, correction of inaccurate information or deletion of data that is no longer needed.

You may also have rights to restrict or object to processing, withdraw consent or receive certain data in a portable format.

Requests can be sent to info@welti.pro. Where necessary, I may ask for proportionate information to verify your identity before responding.

These rights are subject to applicable legal conditions and exceptions. If a request cannot be fulfilled, I will explain the reason.

You may contact the Swiss Federal Data Protection and Information Commissioner or, where applicable, another competent supervisory authority.

Data security

Appropriate technical and organisational measures are used to protect personal data against unauthorised access, alteration, loss and misuse.

No method of internet transmission or electronic storage can provide absolute security. Please take this into account when deciding what information to share.

Automated decisions

I do not use information collected through this website to make solely automated decisions that have legal or similarly significant effects on visitors. Automated security tools may filter or block suspected spam or abusive traffic.

Changes to this policy

This policy may be updated to reflect changes to the website, its service providers or applicable requirements. The current version is published on this page with its update date.

Copyright © 2026 Michael Welti - All Rights Reserved.

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