Privacy policy

1 What is this privacy policy about?

Tell & Partner AG Vermögensverwaltung, Gartenstrasse 17, 8002 Zurich, (hereinafter also "we", "us") obtains and processes personal data, in particular personal data about our customers, contracting parties, applicants, (hereinafter also "you"). We are responsible under data protection law for the processing described in this privacy policy. We hereby inform you about these data processing operations.

If you disclose data about other persons (e.g. family members) to us, we assume that you are authorized to do so and that these data are correct and that you have ensured that these persons are informed about this disclosure (e.g. by bringing this data protection declaration to their attention in advance).

2. for what purposes do we process your data?

When you visit, purchase our services or products, or otherwise deal with us, we process various categories of personal data about you. Specifically, we process this data for the following purposes:

  • Communication: In order to communicate with you as well as with third parties via e-mail, telephone, by letter or otherwise (e.g. to answer inquiries, in the context of consultation as well as contract processing), we process in particular the content of the communication, your contact data as well as the marginal data of the communication.
  • Initiation and conclusion of contracts: With regard to the conclusion of a contract with you (e.g. sales contract or employment contract, an asset management mandate, consulting mandate) or your client or employer, we may process in particular your name, contact data, photos, powers of attorney, declarations of consent, information about third parties (e.g. contact persons, family details), contract content and conclusion date as well as all other data that you provide to us or that we collect from third parties. This also includes data that you provide to us as part of an application process and that we collect from third parties for this purpose (e.g., professional history, education and training, references, and data from public sources such as social media).
  • Administration and processing of contracts: We process personal data so that we can comply with our contractual obligations to our customers and other contractual partners (e.g., suppliers, service providers, project partners) and, in particular, so that we can provide and collect contractual services. This also includes data processing for customer support as well as the enforcement of contracts, accounting and public communication. For this purpose, we process the data we receive or have collected in the course of initiating and concluding the contract, as well as, for example, data on contractual services and the provision of services, details of reactions and financial and payment information.
  • Security Purposes and Access Controls: We process Personal Data to ensure and continuously improve the appropriate security of our IT and other infrastructure (e.g., buildings). This includes, for example, monitoring and controlling electronic access to our IT systems as well as physical access to our premises, analyzing and testing our IT infrastructures, system and error checks, and creating security copies. We also use a security camera in the entrance area to identify the visitor.

    Compliance with laws, directives and recommendations of authorities and internal regulations ("Compliance"): We may process Personal Data as part of our compliance with domestic and foreign laws (e.g., anti-money laundering or tax obligations), self-regulations, certifications, industry standards, our "corporate governance" or the like. process personal data. In addition, data may be processed in the course of both internal and external investigations (e.g., by a law enforcement or regulatory agency or an appointed private entity).
  • Risk management and corporate governance: We may process personal data in the context of risk management (e.g., to protect against criminal activities) and corporate governance, including our operational organization (e.g., resource planning) and corporate development (e.g., acquisition and sale of business units or companies).

3. where does the data come from?

  • From you: You disclose much of the data we process yourself (e.g., in connection with our services or communication with us). You are not obliged to disclose your data, with exceptions in individual cases (e.g. legal obligations). However, if you wish to conclude contracts with us or make use of our services, for example, you must disclose certain data to us.
  • From third parties: We may also obtain data from publicly available sources (e.g. debt collection registers, land registers, commercial registers, media or the Internet including social media) or receive it from public authorities, your employer or client who has a business relationship or other dealings with us, as well as from other third parties (e.g. credit agencies, address dealers, associations, contractual partners, Internet analysis services). This includes, in particular, data that we process in the course of initiating, concluding and executing contracts, as well as data from correspondence and discussions with third parties, but also all other categories of data pursuant to Section 2.

4 Who do we disclose your data to?

In connection with the purposes listed in section 2, we may transfer your personal data in particular to the following categories of recipients:

  • Customers and other contractual partners: this initially refers to customers and other contractual partners of ours where the transfer of your data arises from the contract (e.g. because you work for a contractual partner or they provide services for you). These recipients also include contractual partners with whom we cooperate. The recipients generally process the data under their own responsibility.
  • Authorities: We may disclose personal data to offices, courts and other authorities in Germany and abroad if we are legally obliged or entitled to do so or if this appears necessary to protect our interests. These recipients process the data under their own responsibility.
  • Other persons: This refers to other cases where the inclusion of third parties results from the purposes according to point 2. This concerns, for example, delivery addressees or payment recipients specified by you, third parties in the context of agency relationships (e.g. your lawyer or your bank) or persons involved in official or legal proceedings. If we cooperate with the media and transmit material to them (e.g. photos), you may also be affected. In the course of business development, we may sell or acquire businesses, operations, assets or companies, or enter into partnerships, which may also result in the disclosure of information (including information about you, for example, as a customer or supplier or as their agent) to those involved in these transactions. Communications with our competitors, industry organizations, associations and other bodies may also involve the exchange of data relating to you.

All these categories of recipients may in turn involve third parties, so that your data may also become accessible to them. We can restrict processing by certain third parties (e.g. IT providers), but not by other third parties (e.g. authorities, banks, etc.).

5. Does your personal data also end up abroad?

We process and store personal data mainly in Switzerland and the European Economic Area (EEA), but in exceptional cases - for example, via subcontractors of our service providers - potentially in any country in the world.

If a recipient is located in a country without adequate data protection, we contractually oblige the recipient to comply with an adequate level of data protection (for this purpose, we use the revised standard contractual clauses of the European Commission, which can be accessed here: or ), unless the recipient is already subject to a legally recognized set of rules to ensure data protection and we cannot rely on an exception. An exception may apply namely in the case of legal proceedings abroad, but also in cases of overriding public interests, if the performance of a contract that is in your interest requires such disclosure (e.g., if we disclose data to our correspondence offices), if you have given your consent or it is not possible to obtain your consent within a reasonable period of time and the disclosure is necessary to protect your life or physical integrity or that of a third party, or if it concerns data made generally available by you, the processing of which you have not objected to.



6. how long do we process your data?

We process your data for as long as our processing purposes, the legal retention periods and our legitimate interests in processing for documentation and evidence purposes require or storage is technically necessary (e.g. in the case of backups or document management systems). If there are no legal or contractual obligations or technical reasons to the contrary, we will delete or anonymize your data after the storage or processing period has expired as part of our usual processes.




7 What rights do you have?

You have certain rights in connection with our data processing. In accordance with applicable law, you may, in particular, request information about the processing of your personal data, have incorrect personal data corrected, request the deletion of personal data, object to data processing, request the release of certain personal data in a standard electronic format or its transfer to other persons responsible, or revoke consent, insofar as our processing is based on your consent.

If you wish to exercise your rights against us, please contact us; you will find our contact details in section 1. In order for us to exclude misuse, we must identify you (e.g. with a copy of your ID card, if necessary).

Please note that conditions, exceptions or limitations apply to these rights (e.g. to protect third parties or trade secrets). We reserve the right to black out copies for data protection reasons or to supply only excerpts.

You are entitled to enforce your claims in court or to file a complaint with the competent data protection authority. For Switzerland, the competent authority is the Swiss Federal Data Protection and Information Commissioner(

8. how do we process data in connection with our WEBSITE?

When using our website, data is generated that is stored in logs (especially technical data). In addition, we may use cookies and similar techniques (e.g. pixel tags or fingerprints) to recognize website visitors, record their behavior and recognize preferences. A cookie is a small file that is transmitted between the server and your system and enables the recognition of a specific device or browser.

You can set your browser to automatically reject, accept or delete cookies. You can also disable or delete cookies on a case-by-case basis. You can find out how to manage cookies in your browser in the help menu of your browser.

Both the technical data we collect and cookies generally do not contain any personal data.

In addition, we use our own tools as well as third-party services (which in turn may use cookies) on our website, in particular to improve the functionality or content of our website (e.g. integration of videos or maps), compile statistics.

Some of the third-party providers we use may be located outside of Switzerland. For information on data disclosure abroad, please refer to section 5.

9. technologies used

Google Maps

We use the map service Google Maps from Google Ireland Limited in Dublin, Ireland on this site. 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 of Mountain View, USA, on this site to display fonts in a uniform manner. When you call up the page, your browser loads these fonts into the cache so that texts are displayed correctly. In doing so, 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 default font from your computer will be used.

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

10. e-mail contact

On our website, contact options are available for contacting us via the e-mail addresses provided by us, the telephone or fax. In this case, the transmitted personal data (name, contact information, request) of the user will be stored. In this context, the data may be passed on to selected third parties who are to be involved in a meaningful way in connection with the inquiry or contact. The data is used exclusively for processing the conversation. The processing of the data is carried out within the framework of this privacy policy (item 6).

11. How do we process on our pages on social networks?

We may operate pages and other online presences on social networks and other platforms operated by third parties and process data about you in this context. In doing so, we receive data from you (e.g., when you communicate with us or comment on our content) and from the platforms (e.g., statistics). The providers of the platforms may analyze your usage and process this data together with other data they have about you. They also process this data for their own purposes (e.g., marketing and market research purposes and to manage their platforms), and act as their own data controllers for this purpose. For more information on processing by platform operators, please refer to the privacy notices of the respective platforms.

We currently use the following platforms:

Currently we do not use any social platform

We are entitled, but not obliged, to check content before or after it is published on our online presences, to delete content without notice and, if necessary, to report it to the provider of the relevant platform.

12.Can this privacy policy be changed?

This privacy policy is not part of any contract with you. We may amend this Privacy Policy at any time. The version published on this website is the current version.