Cookie Policy

What Are Cookies?

Cookies are small text files stored on your device by your web browser. They help us improve your experience, remember your preferences, and analyze website traffic. Cookies can be session-based (deleted when you close your browser) or persistent (remain on your device for a set period). They may be set by us (first-party cookies) or by third parties (third-party cookies).

Types of Cookies We Use

• Essential Cookies: Necessary for the website to function properly, such as security and authentication.
• Performance Cookies: Collect information about how visitors use our website, helping us improve usability and performance.
• Functionality Cookies: Remember your preferences and settings to enhance your experience.
• Analytics Cookies: Help us understand how users interact with our site, allowing us to optimize content and navigation.
• Advertising Cookies: Used to deliver relevant ads and measure the effectiveness of our marketing campaigns.

Third-Party Cookies

We may use third-party services, such as Google Analytics, to collect and analyze information about your use of our website. These third parties may set their own cookies to track your activity across different websites. We do not control these cookies and recommend reviewing the privacy policies of these providers for more information.

How We Use Cookies

We use cookies to:

• Remember your settings and preferences, such as language and region
• Analyze how you use our website to improve our services and website functionality
• Provide secure access to client portals and investment tools
• Personalize your experience by showing relevant content and recommendations
• Support marketing and advertising efforts

Managing Cookies

You can control or delete cookies through your browser settings. Most browsers allow you to block or delete cookies, but this may affect your experience on our website. For example, you may not be able to access secure areas or use certain features. Instructions for managing cookies can usually be found in your browser’s help section.

Legal Basis for Using Cookies

We use cookies based on your consent, which you can withdraw at any time by adjusting your browser settings. Some cookies are necessary for the performance of a contract or to comply with legal obligations.

Examples of Cookies We Use

Examples include cookies that remember your login details for our client portal, track your navigation for analytics, or store your preferences for investment newsletter subscriptions.

Your Choices

You can control or delete cookies through your browser settings. Please note that disabling cookies may affect your experience on our website. You can also opt out of certain third-party cookies by visiting their opt-out pages.

Contact Us

If you have any questions about our Cookie Policy or how we use cookies in relation to investment consulting services, please contact us at [email protected].