Data privacy notice

Data Protection Notice

Our Approach - US

This Data Protection Notice describes what happens to the personal information which you supply to LGT Wealth Management US Limited (registered number 06455240) (referred to as “LGT WM US”, “us” or “we”) in connection with the LGT Wealth Management US website. It also describes how we use cookies on our site. LGT Wealth Management US reserves the right to change this Data Protection Notice from time to time and revised terms will be posted on our website.

For registered clients of LGT Wealth Management US who want information about what happens to their personal information that is collected via the client portal area of the website, or via other means separate from the LGT Wealth Management US website, please see the supplemental LGT Wealth Management US terms and conditions under which we provide our investment services to you.

If you have any questions about this Data Protection Notice, please contact our data protection officer Barbara Kane at the following email address: dpo-uk@lgt.com.

What information do we hold about you and how do we collect it?

If you supply LGT Wealth Management US with personal information, such as your name, e-mail address, telephone number and contact details through our website then we will store and collect this personal information.

This website uses Webtrends Analytics, a web analytics service provided by Webtrends Inc., 851 SW 6th Ave. Suite 1600, Portland, OR 97204, U.S.A. (hereinafter referred to as "Webtrends") and Google Analytics, a service by Google LLC (“Google”), 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA, to analyze data. The cookies used by Webtrends and Google Analytics for analytical purposes do not contain any personal data. Your IP address is truncated on your computer before being transmitted to Webtrends Inc. and Google Analytics in this anonymized form. Webtrends and Google Analytics do not associate your IP address with any other information held by Webtrends or Google Analytics and only passes data on to third parties if required to do so by law.

You can opt out of Webtrends’ and Google Analytics' future use of cookies at any time via the following opt-out links:

If you opt out of Webtrends’ or Google Analytics' use of cookies, you may potentially not be able to make full use of all the functions on this website. By refraining from opting out, you consent to Webtrends and Google Analytics' processing your data in the manner and for the purposes described.

What do we do with your personal information?

We will use your personal information, and may share your personal information with other third parties acting on our behalf, for one or more of the following purposes:

to provide you with information about our products and services or to otherwise respond to any enquiry or complaint you may make to us;
to prevent or detect fraud or abuses of our website, for example, by requesting verification information in order to reset your account password (if required);
for market research purposes, where we may contact you to ask for your feedback
for regulatory and legal compliance purposes; and
for our own administrative purposes, including training our staff, conducting internal audits or transferring assets as part of a sale, purchase or investment in the business.

If at any time after you have consented to us using your personal information for marketing purposes and you wish us to stop using your information for these purposes, please email us at info-us@lgt.com

Ground for processing your personal information

To process your personal information lawfully we need to rely on one or more valid legal grounds. Your consent to the processing specified in this Data Protection Notice is the primary legal ground for our processing of your personal information. Other legal grounds we may rely on include:

your request for our products or services necessitating steps including processing of your personal data to be taken prior to entering into a contract with you and any processing that is necessary for the performance of such contract;
our legitimate interests as a business (except where your interests or fundamental rights override these). For example, it is within our legitimate interests to use your personal information to prevent or detect fraud or abuses of our website and any other authentication purposes; or
our compliance with a legal obligation to which LGT Wealth Management US is subject

Disclosure of your personal information

There are circumstances where we may wish to disclose or are compelled to disclose your personal information to third parties. For example, we may pass on your data to:

our subsidiaries, affiliates, branches or associated offices within the LGT Group;
government institutions, authorities and courts (when legally obliged to do so); and
service providers who are processing the data on behalf of LGT under contractual obligations of confidentiality.
These disclosures of personal information will only take place in accordance with the law and for the purposes listed above.

Security of your personal information

LGT Wealth Management US will take all reasonable steps to ensure that any personal data that you provide via the website is kept secure. Although we endeavour to protect your personal data, because of the nature of the Internet, we cannot guarantee the security of your data transmitted to the website and any inward transmission of data is carried out at your own risk.

Retention of your personal information

Your personal information will be retained for as long as it is necessary to carry out the purposes set out in this Data Protection Notice (unless longer retention is required by law). However, we will not retain any of your personal information beyond this period and the retention of your personal information will be subject to periodic review. We may keep an anonymised form of your personal information, which will no longer refer to you, for statistical purposes without time limits, to the extent that we have a legitimate and lawful interest in doing so.

Your legal rights under data protection law

Data protection law provides individuals with certain rights, including the right to: access, rectify, withdraw consent, erase, restrict, transport, and object to the processing of, their personal information. Individuals also have the right to lodge a complaint with the relevant information protection authority if they believe that their personal information is not being processed in accordance with the law. Further information about your rights is set out below:

Right of obtain a copy of your personal information. You have the right to obtain a copy of the personal information we hold about you. If you like would to obtain a copy of this information please email us at info-us@lgt.com. You may be required to submit a proof of your identity and a fee.
Right to withdraw consent. You may, as permitted by law, withdraw your consent to the processing of your personal information at any time. Such withdrawal will not affect the lawfulness of processing based on your previous consent. Please note that if you withdraw your consent, you may not be able to benefit from certain service features for which the processing of your personal information is essential.
Right to object to processing. You may, as permitted by law, request that we stop processing your personal information.
Right to erasure. You may request that we erase your personal information and we will to the extent practicable comply, unless there is a lawful reason for not doing so.
Your right to lodge a complaint with the supervisory authority. We suggest that you contact us about any questions or if you have a complaint in relation to how we process your personal information. However, you do have the right to contact the relevant supervisory authority directly. To contact the Information Commissioner’s Office in the United Kingdom, please visit the ICO website for instructions.

Linked websites

Please note that any websites that may be linked to our websites are subject to their own privacy policy.

Cookies

This website uses cookies. Cookies are small amounts of information that are stored on your computer to enable our server to collect certain information from your web browser. Cookies in themselves do not identify the individual, just the computer used. Cookies and other similar technology make it easier for you to log on to and use the website during future visits. Our cookies are used to keep track of your online session, they are maintained throughout multiple sessions on the site. Our cookies do not collect any personal identifying information or confidential information such as passwords or policy numbers. Most browsers are initially set to accept cookies, but you can alter this if you prefer. However, if you disable session cookies some parts of our website will not function as designed. Please visit our Cookies Policy.