Who we are
AssetRise Advisory Ltd ("AssetRise", "we", "us") is the data controller for personal data collected through this website and during the provision of our advisory services. Address: 30 St Mary Axe, London EC3A 8BF, United Kingdom. Phone: +44 20 3807 4726. Email: [email protected].
Data we collect
We may collect: identification and contact data (name, email, phone), professional details (role, company), communications (messages, meeting notes), and technical data (IP address, device, browser, pages visited, timestamps, cookies). If you become a client, we may also process financial profile information necessary to provide our services. We do not intentionally collect special category data unless required and with your explicit consent.
How we use your data
We use personal data to: respond to enquiries, provide and improve services, personalize content, perform analytics, comply with legal obligations, and protect our rights. Marketing communications are sent only with your consent or where permitted by law. You can opt out at any time by following unsubscribe instructions or contacting us.
Legal bases
We process personal data on the following legal bases: consent (for optional cookies and marketing), contract (to provide requested services), legitimate interests (site security, service improvements, basic analytics), and legal obligations (record-keeping, regulatory requirements).
Cookies and similar technologies
We use essential cookies for site functionality and optional analytics/marketing cookies to understand usage and improve performance. You can accept or reject non-essential cookies using the cookie controls on this site. For more details, see the cookie panel in the lower-right corner or contact us.
Data sharing
We may share data with trusted providers who help us operate our business (hosting, analytics, communications, security). These processors are bound by contracts to protect your data and act only on our instructions. We may disclose information where required by law or to protect our rights, users, or the public.
International transfers
If personal data is transferred outside the UK or EEA, we implement appropriate safeguards such as Standard Contractual Clauses or rely on adequacy regulations, and we assess partner practices to ensure an equivalent level of protection.
Retention
We retain personal data only as long as necessary for the purposes described above. Enquiry data is typically kept for up to 24 months. Client records are retained according to regulatory requirements and professional standards. When retention ends, we securely delete or anonymize data.
Your rights
Subject to applicable law, you have the right to access, rectify, erase, restrict or object to processing, and to data portability. Where processing is based on consent, you can withdraw it at any time without affecting prior lawful processing. You may also lodge a complaint with the UK Information Commissioner’s Office (ICO). To exercise your rights, email [email protected].
Security
We apply technical and organizational measures including encryption in transit, access controls, and staff training. While no system is entirely risk-free, we work to prevent unauthorized access, disclosure, alteration, or destruction of personal data.
Children
Our website and services are not directed to children under 16. If you believe a child provided us with personal data, please contact us and we will take appropriate steps to remove the information.
Changes to this policy
We may update this Privacy Policy from time to time. The “Last updated” date at the top reflects the latest revision. Material changes will be highlighted on this page. Continued use of the site after changes indicates your acknowledgement.
How to contact us
Email: [email protected] • Phone: +44 20 3807 4726 • Address: AssetRise Advisory Ltd, 30 St Mary Axe, London EC3A 8BF, United Kingdom.
Questions about privacy?
We’re here to help. Reach out and we’ll respond within one business day.