Privacy Policy

Last modified on 28 August, 2023

Privacy Policy
Federal Law on Data Protection (“FDPA”)

Lion’s Paw AG places great importance on data privacy and strictly adheres to high standards of data protection and transparency in the collection and processing of personal data for our contracting parties. They fully comply with the applicable data protection regulations, namely the Swiss Federal Act on Data Protection (FADP).

Personal Data Controller

Lion’s Paw AG is the designated controller responsible for the processing of personal data, as defined by the Swiss Federal Act on Data Protection (FDPA).

Lion’s Paw AG, Rennweg 57, 8001 Zurich, Switzerland
Phone: +41 44 227 10 00
Email: operations@lionspaw.ch

Definition and Scope of Personal Data and Processing

Personal data refers to information that directly or indirectly determines an individual’s identity, offering information about his or her characteristics, behavioural patterns, affiliations and more. This category includes, inter alia, items such as names, contact details, unique identification numbers and online identifiers.

The term processing refers to the range of actions, whether manual or facilitated by automation, directed at personal data. This may involve activities ranging from the collection, recording, structuring and storage of data, to their modification, retrieval, cancellation, or eventual destruction.

Nature of Data Processing

Browsing Information

During routine operations, the infrastructure and software mechanisms of our website acquire specific personal data, intrinsically transmitted via standard Internet protocols. Although this data is not specifically collected to be linked to distinct individuals, its characteristics can potentially facilitate individual identification, especially when linked to third-party data. The main elements of this data are the IP addresses or specific domains of the devices of individuals accessing our site, the Uniform Resource Identifier (URI) details of the requested resources, the timestamp of the request, and other technical details related to the configuration of the individual’s system.

The main purpose of this data accumulation is to obtain anonymous statistics on the use of the platform, ensuring its optimal functioning and detecting any discrepancies or misuse. After this processing, the data is promptly deleted. However, under certain circumstances, this data may be used to determine liability for potential IT infringements involving Lion’s Paw AG or other entities.

Information Sent by the Individual

Lion’s Paw AG aggregates individuals’ data when they send a communication email or information request. This includes any personal information that individuals choose to include in their message, during a telephone or a personal meeting conversation.

Objectives of Data Processing

The individual’s personal data is collected and processed to meet the following business imperatives:

  • Responding to and following up the requests made to Lion’s Paw AG by the individual;
  • Ensuring compliance with all obligations (pre-contractual, contractual, administrative, legal and fiscal) that may arise from the potential association between the individual and Lion’s Paw AG;
  • Providing the individual with relevant communications and service notices;
  • Strict compliance with legal mandates, applicable regulations, established conventions and the requirements of the relevant regulatory body; and
  • Exercising and safeguarding the property rights of Lion’s Paw AG, whether in the event of a dispute or not.

In certain cases, personal data may be collected from public sources (such as official company registers, press, and the internet) or third parties, including due diligence service providers (such as name checking databases, lawyers etc).

Lion’s Paw AG ensures that the collection of personal data is limited to the extent necessary for providing its services and fulfilling its obligations. The type and amount of personal data collected are kept in line with these requirements.

Legal Basis for Data Processing

Every case of data processing is supported by one of the following legal grounds:

  • The processing is indispensable for the completion of a contractual agreement between the parties involved. Although in this scenario the submission of personal data remains discretionary, its absence precludes the completion of the contract and the subsequent provision of the desired services.
  • Processing is required by law. In these cases, the provision of data is mandatory and failure to provide it would prevent the conclusion of the contract and the subsequent provision of services.
  • The processing is in accordance with the good faith interests of the Data Controller, provided that these interests do not overshadow or violate the fundamental rights and freedoms of the individual, in particular with regard to the protection of personal data.
  • Processing is subject to the explicit consent of the individual for clearly defined purposes. Under these circumstances, the provision of data remains discretionary, and the individual retains the prerogative to revoke previously given consent at his or her discretion. Lion’s Paw AG may refuse to follow the revocation in case of suspicion that the data collected may be relevant for AML purposes.

Data Disclosure

As part of the operations of Lion’s Paw AG and for the purposes described above, the individual’s personal data may be disclosed to:

  • Designated data processors, appointed to perform specific or additional tasks for Lion’s Paw AG. The individual retains the right to request at any time an updated list of data processors whom Lion’s Paw AG can identify as such.
  • Independent data processors, in accordance with legal provisions or mandates from authoritative bodies.
  • Persons authorised by Lion’s Paw AG to process personal data, solely for activities intrinsically linked to the provision of the service, and who are bound by confidentiality, both legally and contractually. This includes Lion’s Paw AG employees and possible associated contractors.

Lion’s Paw AG has no intention of marketing, selling or distributing your personal data to external parties.

Data Storage

The personal data storage places are physical and digital, located in Switzerland.

Data Retention

Individual’s personal data are protected by current privacy regulations and bylaws. The minimum storage period after the conclusion of the contractual relationship is ten years. Resumes submitted by individuals for potential roles will be stored for no longer than 2 years after submission.

Nevertheless, in order to safeguard its interests, Lion’s Paw AG may extend the data retention period in line with current Swiss law.

Individuals’ Rights

As an individual, you have specific rights with regard to your personal data. At any time, you may request confirmation as to whether or not your personal data are being processed. In particular, you have the right to:

  • Access: Obtain information on the purposes behind the processing, the potential recipients of the data, the intended retention period, and any implications of data profiling.
  • Rectification: Request the amendment of any inaccuracies or incomplete aspects of your personal data.
  • Cancellation: Request the deletion of your data when it is deemed unnecessary for the purposes originally intended by Lion’s Paw AG.
  • Limitation: Request limitations to the processing of your data in the circumstances provided for by law.
  • Data portability: Request the transmission of your data to another Data Controller, provided that it is in a universally accessible digital format.
  • Objection: To object to specific aspects of the processing of your data and, in particular, to object to any decision based solely on automated processing, including profiling.

If you have any requests, questions, or concerns regarding this Privacy Policy or the processing of your personal data, please contact us at any time by sending an email to operations@lionspaw.ch.

In the event that the request is refused or if you are not satisfied with our processing, you have the right to lodge a complaint with the competent supervisory authority and seek a legal remedy. For individuals located in Switzerland, the competent authority is the Federal Data Protection and Information Commissioner (www.edoeb.admin.ch).

Cookies

Lion’s Paw AG, as some of the internet pages, use so-called cookies. Cookies do not cause any damage to the computer and do not contain viruses. Cookies serve to make our offer more individual-friendly, effective, and secure. Cookies are small text files that are stored on the computer and saved by the browser. Most of the cookies we use are so-called “session cookies”. They are automatically deleted at the end of the visit. Other cookies remain stored on the end device until you delete them. These cookies enable us to recognize the browser on the next visit.

You can set the browser so that you are informed about the setting of cookies and only allow cookies in individual cases, exclude the acceptance of cookies for certain cases or generally and activate the automatic deletion of cookies when closing the browser. If you deactivate cookies, the functionality of this website may be limited.

To ensure security and protect the confidentiality of transmitted information, such as inquiries sent to us as the site operator, this website utilizes SSL encryption. You can identify an encrypted connection by observing the change in the browser’s address line from “http://” to “https://” and the presence of a lock symbol in the browser line. With SSL encryption enabled, any data you transmit to us becomes unreadable to third parties. This measure guarantees the privacy and integrity of the information.

Lion’s Paw AG website is designed for adult individuals, and we do not knowingly gather personal data from individuals under the age of 16. In the event that we are informed or become aware of the improper collection of personal data from a child under the age of 16, we will take all necessary and reasonable measures to delete that data.
To manage the cookies and similar technologies used (tracking pixels, web beacons, etc.) and related consents, we use the consent tool “Real Cookie Banner”. Details on how “Real Cookie Banner” works can be found at https://devowl.io/rcb/data-processing/.

The legal basis for the processing of personal data in this context are Art. 6 (1) (c) GDPR and Art. 6 (1) (f) GDPR. Our legitimate interest is the management of the cookies and similar technologies used and the related consents.

The provision of personal data is neither contractually required nor necessary for the conclusion of a contract. You are not obliged to provide the personal data. If you do not provide the personal data, we will not be able to manage your consents.

Amendments

The Privacy Policy may be revised periodically and without prior notice or announcement. Any modifications to this Privacy Policy will take effect immediately upon being posted on the website unless otherwise specified. In the event of a significant change to the policy, Lion’s Paw AG will notify you via email and/or display a prominent notice on the website or through another appropriate method before the revised policy becomes effective. The “effective date” at the bottom of this page will be updated accordingly.

Your Partners

Services

Crafting sophisticated financial solutions tailored to preserve and enhance your family’s wealth across generations.

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About

Today, family offices are more than just wealth managers; they are trusted advisors and an integral part of the family’s strategic planning.

Project Coordinator

Marija Vuckova

Bringing over a decade of administrative and project management experience with a multi Family Office as well as banks combined with her extraordinary project management related skills, Marija is instrumental in supporting our company with various projects and ensuring that our company continues to provide the highest service levels for our clients and business partners.

In my role as a project coordinator, I bring a unique blend of patience and energy to every task. For me, excellence isn’t just a goal; it’s a personal commitment. I thrive on the challenges each project presents, approaching them with a relentless determination to surpass expectations. My interactions with clients are driven by a deep-seated empathy and understanding of their needs, ensuring that every solution we deliver is not only effective but also deeply meaningful to them. It’s not just about meeting deadlines-it’s about forging connections, making a difference, and leaving a lasting impression of excellence.

Managing Partner

Alex Mueller

Educated to Executive Master in Business Administration, a Compliance Specialist with a Major in Banking & Finance, Alex has over 20 years of experience in business management and controlling. With special focus on compliance, business continuity and IT development, Alex continuously ensures a high level of risk management and regulatory compliance.

As the Managing Partner, my path has been shaped by a rich tapestry of education and real-world experience. This journey has instilled in me a profound understanding of the intricacies of our industry. Every day, I bring a piece of myself to the table—my passion for finding solutions, my dedication to our clients’ well-being, and my unwavering commitment to upholding the highest standards of compliance. It’s more than just a job; it’s a personal mission to ensure that every aspect of our company reflects integrity, efficiency, and care.

Wealth Manager/Partner

Arno Meier

With 20 years of Active Asset Management experience Arno has built an excellent track record in discretionary management, fund management. Having advised High Net Worth clients as their professional Partner, with his broad knowledge and access to the Financial Market. Arno’s main focus is to increase the performance of assets under strict risk management conditions. Arno has a Masters in Economics from the University of Fribourg and is a CFA Charterholder.

Every client I serve holds a unique financial story, and it’s my privilege to be part of their journey. With over two decades of experience in investment management, I’ve learned the importance of personalized solutions tailored to individual needs. I approach each client relationship with a deep sense of dedication, taking the time to truly understand their goals, aspirations, and concerns. With patience and precision, I craft investment strategies that reflect their distinct circumstances, aiming not just to meet their expectations but to exceed them.

Founding Partner

Dina George

Starting as an Investment Specialist in 2000 with clear focus on trustworthiness and professionalism, Dina has built a professional reputation and High Net Worth Client base as a Senior Wealth Manager, being Partner rather than service provider. Educated as a physicist at Marina University and graduating with Swiss State Diploma as an Expert in Finance and Investments, Dina has developed broad knowledge of Global Wealth Management for High Net Worth Individuals.


After 20 years in the banking industry she founded Lion’s Paw Ltd as an independent financial multi Family Office.

Success isn’t just about numbers—it’s about the people we serve. For over two decades, I’ve dedicated myself to understanding the unique needs of each client, forging relationships built on trust and mutual respect. Every day, I bring my passion for helping others to the forefront, ensuring that every decision is guided by integrity and a genuine desire to make a difference in their lives.