Privacy Policy


General Provisions

This Privacy Policy explains how personal data is collected, used, and protected when users visit our website. By accessing our website, users agree to the terms of this policy. The policy is designed to ensure transparency in the handling of personal data and to comply with applicable data protection regulations including the General Data Protection Regulation (GDPR).


What Information We Collect

We collect personal information that users voluntarily provide through forms, such as names, preferences, or feedback. In addition, we may collect technical data such as IP addresses, browser types, device information, and interaction patterns on the website using analytical tools.


How We Use Information

The data collected is used to provide and improve our services, personalise user experience, and respond to inquiries. We may use personal information for internal administrative purposes, analytics, and legal compliance. We do not use the data for unsolicited communications.


Data Protection and Retention Period

We implement appropriate technical and organisational measures to protect user data against unauthorised access, alteration, disclosure, or destruction. Personal data is retained only for as long as necessary to fulfil the purposes outlined in this policy or to comply with legal obligations.


Data Sharing with Third Parties

We do not sell or rent personal data to third parties. We may share information with service providers who assist in our operations under strict confidentiality agreements. Data may also be shared if required by law or to protect our legal rights.


Use of Cookies

We use cookies and similar technologies to enhance user experience, analyse traffic, and manage sessions. These tools help us understand user interactions and optimise website functionality. For detailed information, refer to our Cookie Policy.


User Rights

Users have the right to access, correct, or request the deletion of their personal data. They may also restrict processing or object to certain uses. Requests related to personal data can be made through the contact form on the website.


Policy Changes

We reserve the right to update this Privacy Policy. Any changes will be published on this page with an updated effective date. Continued use of the website after changes implies acceptance of the revised policy.


User Consent

By using our website, users consent to the collection and use of information as described in this policy. If a user does not agree with this policy, they should refrain from using the website.


🏢 Portfolio Management

📍 40 Bank Street, Level 18, Canary Wharf, London, E14 5NR

📞 +44 20 7509 7089

📧 legal@portfolio-management.com


22.05.2025