Privacy Policy

Last updated: April 2026

1. Who we are

This website is operated by Stephan Graf, trading as Graf Wealth Advisory, based in Zurich, Switzerland. Stephan Graf is the data controller for personal data collected through this website.

Contact: contact@grafwealth.ch

2. What data we collect and why

Contact form

When you submit the contact form on this website, we collect your name, email address, and message. Phone number and asset range are optional. This data is used solely to respond to your enquiry. It is transmitted via Resend (resend.com) and is not stored in any database.

Wealth Protection Assessment

When you complete the assessment at grafwealth.ch/assessment, we collect your name, email address, and your answers to the assessment questions. This data is used to generate and send you a personalised report by email. Reports are generated via PDFShift (pdfshift.io). Assessment data is not stored in any database.

Analytics

This website uses Google Analytics 4 to measure traffic and understand how visitors use the site. Google Analytics collects anonymised data including pages visited, time on site, and general location (country/city level). No personally identifiable information is sent to Google Analytics. You can opt out of Google Analytics tracking at any time using Google's opt-out browser add-on.

3. Legal basis

This website is operated from Switzerland and is subject to the Swiss Federal Act on Data Protection (nDSG / revDSG), which came into force on 1 September 2023. Where visitors access this site from the European Economic Area, the processing of their data is based on legitimate interests (Article 6(1)(f) GDPR) — specifically, responding to enquiries and measuring website performance.

4. Third-party processors

We use the following third-party services to operate this website:

Each of these services processes data in accordance with their own privacy policies. We do not sell or share your personal data with any other third parties.

5. Data retention

Contact form submissions and assessment responses are transmitted by email and are not retained in any database by Graf Wealth Advisory. Email correspondence is retained for as long as necessary to manage the enquiry. Google Analytics data is retained for 14 months, after which it is automatically deleted.

6. Your rights

Under Swiss nDSG and, where applicable, the GDPR, you have the right to access, correct, or request deletion of your personal data. To exercise these rights, contact us at contact@grafwealth.ch. We will respond within 30 days.

7. Cookies

This website uses cookies set by Google Analytics for traffic measurement purposes. No other cookies are set by this website. You can control cookies through your browser settings or use Google's opt-out tool linked above.

8. Changes to this policy

We may update this policy from time to time. The date at the top of this page reflects the most recent update. Continued use of this website following any changes constitutes acceptance of the updated policy.