Privacy Policy
Last updated: March 11, 2025
Nevis Wealth Technology Ltd (“Nevis,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how Nevis, a UK-based company, collects, uses, and discloses personal information when you visit our website www.neviswealth.com (the “Website”) and use our services (the “Services”). It also describes your choices regarding use, access, and correction of personal data.
1. Who we are
Nevis Wealth Technology Ltd (doing business as Nevis) is a company registered in England and Wales, with its registered office at 9th Floor 107 Cheapside, London, EC2V 6DN, United Kingdom. We provide software solutions to Registered Investment Advisories (“RIAs”) in the United States and Independent Financial Advisories (“IFAs”) in the United Kingdom. Our platform integrates with existing systems at our clients’ firms, enabling them to automate workflows and leverage data using artificial intelligence technologies.
2. Scope of this privacy policy
This Privacy Policy applies to personal information we collect or process when you:
Visit or interact with our Website.
Use or inquire about our Services.
Communicate with us by phone, email, or other methods.
Because our primary business is B2B (business-to-business), in many instances we process personal data on behalf of our clients (the RIAs and IFAs). In those scenarios, our clients control the data, and we act as a “data processor” (under UK/EU data protection laws) or “service provider” (under US privacy laws). Where we decide how and why personal information is processed, we act as a “data controller.”
3. Information we collect
3.1. Information you provide to us
Contact Information: Such as name, business email address, business phone number, and company name when you contact us via our Website or sign up for our mailing list.
Account Information: If you or your firm register for our Services, we may collect login credentials (usernames, passwords) and any information you choose to provide within your account profile.
Communications: If you contact us directly (e.g., through email or phone), we will receive your name, contact details, and any other information you choose to include in your message.
3.2. Information we collect automatically
Device and Usage Information: We may automatically collect certain information about how you use our Website, including IP address, browser type, operating system, referring URLs, pages viewed, and other usage information.
Cookies and Similar Technologies: We use cookies and similar tracking technologies to collect information about your interactions with our Website. You can manage your cookie preferences via your browser settings.
3.3. Information processed on behalf of clients
When providing our Services to RIAs and IFAs, we may process personal data about their end clients and employees. In this context, we act as a data processor or service provider, processing information solely on behalf of and under the instructions of our clients.
4. How we use your information
We use the information we collect for the following purposes:
To Provide and Improve Our Services: Including setting up user accounts, providing customer support, and enhancing or personalizing the functionality of our platform.
To Communicate with You: Responding to inquiries, sharing information about our Services, and providing important updates and administrative messages.
For Business Operations and Analytics: Monitoring and analyzing usage, trends, and activities in connection with our Website and Services to improve our offerings.
Legal Compliance and Security: Complying with applicable laws and regulations, and protecting our rights, privacy, safety, or property (and that of our users and the public).
When we process data on behalf of our clients, we do so in accordance with our contractual obligations and the instructions provided by our clients.
5. Legal Basis for Processing (UK/EU visitors)
Where the UK General Data Protection Regulation (UK GDPR) or EU General Data Protection Regulation (EU GDPR) applies, we rely on the following legal bases:
Contractual Necessity: Where processing is necessary to provide you (or your firm) with our Services or to take steps at your request prior to entering into a contract.
Legitimate Interests: Where processing is in our legitimate interests, for example, to improve and secure our Services, and such interests are not overridden by your data protection interests or fundamental rights.
Consent: In certain cases, we rely on your consent, for example, where we use non-essential cookies. You have the right to withdraw your consent at any time.
Legal Obligations: Where processing is required to comply with a legal obligation (e.g., regulatory requirements).
6. Disclosure of your information
We may share your personal data in the following circumstances:
Service Providers and Subprocessors: With third-party vendors (e.g., cloud hosting, analytics, email delivery) who process data on our behalf and under our instructions.
Corporate Transactions: In connection with a merger, acquisition, or sale of all or a portion of our assets, subject to appropriate confidentiality measures.
Legal Requirements: When we believe disclosure is necessary to comply with the law, enforce our contracts, protect our rights, or respond to lawful requests from public authorities.
With Your Consent: When we otherwise have your consent to share the information.
When acting as a data processor on behalf of our clients, we only share personal data in accordance with the client’s instructions or as required by law.
7. International data transfers
We are a UK-based company that primarily serves clients in the United Kingdom and the United States. Wherever feasible, we store personal data locally to the region from which it originates, meaning that personal data of individuals located in the United States is stored in the United States, and personal data of individuals located in the UK or the European Economic Area (EEA) is stored in the UK/EEA.
In certain circumstances, however, it may be necessary to transfer or access personal data from outside these regions (for example, if we need to troubleshoot or provide services from another location). In such instances, we take steps to ensure appropriate safeguards are in place, such as entering into Standard Contractual Clauses (SCCs) or using other equivalent mechanisms, to protect your personal data in accordance with applicable data protection laws.
8. Data security
The security of your information is important to us. We implement technical and organizational measures designed to protect personal data from loss, misuse, unauthorized access, disclosure, alteration, or destruction. These measures include encryption in transit, secure hosting environments, and strict access controls. The measures are designed to provide a level of security appropriate to the risk of processing.
9. Data Retention
We retain the Personal Data we collect from you for as long as necessary for the purposes described in this Privacy Policy. If you have a Customer Agreement with us, we will delete your data in accordance with your Customer Agreement. Where we process data on behalf of our clients, we retain such data as directed by the client or in accordance with our contractual obligations.
How long we retain Personal Data will depend on a number of factors including:
the terms of your Customer Agreement;
compliance with our (and to demonstrate compliance with) legal obligations, to resolve disputes, and to enforce our agreements; or
in relation to Account Information, for our tax, accounting, and audit requirements.
When we have no ongoing legitimate business need or legal reason to process your Personal Data, we will either delete or anonymise it or, if this is not possible (for example, because your personal data has been stored in backup archives), then we will securely store your Personal Data and isolate it from any further processing until deletion is possible.
10. Your Rights
Depending on where you reside, you may have certain rights regarding your personal data. For example, under the UK GDPR or EU GDPR, you may have the right to:
Access and obtain a copy of your personal data.
Request rectification or erasure of your personal data.
Object to or request restriction of processing of your personal data.
Withdraw consent where we rely on your consent to process your personal data.
Data portability, where applicable.
If you wish to exercise any of these rights or have questions about your rights, please contact us using the details in the Contact Us section below. We will consider and respond to requests in accordance with applicable data protection laws.
If you believe we have infringed or violated your data protection rights, you have the right to lodge a complaint with your local data protection authority (in the UK, the Information Commissioner’s Office).
11. Children's privacy
Our Website and Services are not directed at individuals under the age of 18, and we do not knowingly collect personal data from minors. If you believe that a minor has provided us with personal information, please contact us so we can take steps to delete such information.
12. Cookies and similar technologies
We use cookies and similar technologies to collect information about your use of the Website, which helps us improve user experience and analyze Website traffic. You can control cookies through your browser settings and other tools.
13. third-party links
Our Website may contain links to other websites or services that we do not control. This Privacy Policy does not apply to those third-party websites. We encourage you to review the privacy policies of those third parties to understand their practices.
14. Changes to this privacy policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, and other factors. When we do, we will post the updated Privacy Policy on this page and update the “Last updated” date at the top. We encourage you to review this page periodically to remain informed of any changes.
15. Contact us
If you have any questions about this Privacy Policy or our privacy practices, please contact us at:
Nevis Wealth Technology Ltd
9th Floor 107 Cheapside,
London, EC2V 6DN, United Kingdom
Email: privacy@neviswealth.com
We will do our best to respond promptly and resolve any concerns you may have.
Copyright © 2025 Nevis Wealth Technology Ltd.
All rights reserved.