By accessing the website or (hereinafter 'Website'), you expressly declare that you have read, understood and accepted the following terms and legal information related to the Website, its pages and all the material enclosed.

Legal Restrictions

The Website, all its pages and all the material contained therein are not intended for individuals in jurisdictions in which - by reason of nationality, individual entity , residence or for other reasons - access, consultation, availability or publication is restricted or prohibited. These Legal Restrictions apply particularly to UK and USA citizens and people resident in the UK and in the US. Individuals subject to such restrictions or prohibitions must not access the website.

No Offer

No information, opinions or anything else contained in the Website constitute (nor should be interpreted as) an invitation or an offer or a recommendation to buy or sell any securities or financial instruments or any advice or financial services or transactions of any kind.

No Guarantee Of Accuracy Of Information

Private Value makes all reasonable efforts to obtain reliable information, however Private Value does not guarantee in any way the accuracy, completeness and veracity of the information and opinions contained in the Website. Moreover the information can be changed at any time without notice. These are therefore information only and do not constitute investment, legal, tax advice nor advice for any other purposes. People who access the Website in any case there may be relied upon to make any investment or other decisions. Before any decision relating to investments, we invite you to consult your advisor.

No Warranty

The information and opinions contained in this Website is provided without any warranty, either expressed or implied. Private Value does not assume any responsibility and makes no guarantee about the functionality of your Website. Private Value does not guarantee that the Website will not suffer interruptions, or that it will be error-free, or that errors will be corrected or that the Website or the servers that make it available to the public are exempt from viruses or other potentially harmful components.


Under no circumstances - including negligence - Private Value can be considered legally responsible nor liable for damages of any kind, direct or indirect, arising from or in connection with the access, use, performance of, browsing or linking to and from other Websites.


Information Notice

At Private Value we are committed to the privacy of every person. We recognise that our clients, employees and people we work with, entrust important non-public personal data (as defined in the General Data Protect Regulation – GDPR, regulation 2016/679 of the European Parliament and Council of the 27 April 2016), to us, and we take seriously our responsibility to protect and safeguard this data. Our long-standing privacy policies and practices covering non-public personal data (herein also referred to as personal data or personal information) are described below.

Private Value is a group of entities constituted and operating internationally and providing financial, legal, tax, personal and business advisory and management.

Your non-public personal information is controlled by the group entity Private Value Asset Management SA, a company duly incorporated under the laws of Switzerland, having registration number CHE-113.258.206. Your information is accessible to all group entities and processed by any one or more of such group entities depending on the services requested by you. All the entities of the Private Value group follow and adhere to appropriate safeguards in line with EU law for the processing of non-public personal data.

The non-public personal data that we collect and the processing of such information will vary on the basis of the purpose and scope of the particular use or engagement.

When someone visits our website/s we collect standard internet log information and details of visitor behaviour patterns. This information is collected through the use of cookies. You can read more about this in our Cookie Policy.

This information is processed to improve website use, for our internal purposes including the administration of our website, market research, data analytics and compliance with our legal obligations, policies and procedures.

Private Value frequently shares updates on legal developments and solutions that might affect you or your business through various means including mail, email and social media. If you consent to receive such updates, we will collect your name contact details and keep a record of the information we have sent you as well as any interactions related to such information sent to you.  If you do not provide such information, we will not be able to provide you with updates.

The information so collected is used and processed to:

  • enter into, or perform, a contract with you;
  • remember your preferences or specific interests; and
  • for our internal purposes including the administration of the flow of such information, market research and data analytics, internal record keeping and/or to improve our services.

Our websites provide for functions that allow users to request information about our services.  The information collected through the request for information function on our websites is the following:

  • information you provide in the fields of the online form;
  • IP address;
  • date, time and data of our website/s access; and
  • identification data of the used browser.

You can also contact us through email, phone, or social media to request information.  We will, therefore, be collecting any information you provide to us or available on the relative media used.  We will also collect any correspondence in furtherance of the request.  This information is necessary for us to be able to respond to your request.  General and preliminary information will be provided to you without the requirement of any other additional personal information.  An identification document and other personal information will be requested in order to comply with anti-money laundering rules and to be able to provide you detailed and specific information to your request. If you are not able or unwilling to provide us such information, we will not be able to provide any additional information.

Any personal information that you provide to us through these processes will be used and processed to:

  • provide you with the information you requested;
  • follow up with you on such request;
  • comply with any legal or regulatory requirement including compliance with anti-money laundering rules; and
  • for our internal purposes including the administration of the flow of such information, market research and data analytics, internal record keeping and/or to improve our products.

When a client is being provided a service, we collect information as required by statutory obligations, principally information required by anti-money laundering rules and regulations, and information required to be able to provide the services.  If you are not able or unwilling to provide us such information, we may not be able to provide the service/s.

The information collected varies depending on the service/s being provided. By way of example, for succession planning, we will typically collect all relevant data, including information about our client's personal assets, goals and preferences.  Any personal information so collected will be used:

  • to provide you the relative service/s; and
  • to comply with any legal duty including compliance with anti-money laundering rules.

In line with the principle of data minimization and data economy, we only collect personal data and processes it on the following legal basis:

  • when you request our services or you are an employee, a collaborator or a supplier, our legal basis for collecting and processing information is based on and the requirements for the performance of a contract or to take steps to enter into a contract and/or legal regulations, mainly anti-money laundering regulations;
  • our legal basis for collecting and processing your personal data when you opt-in to receive information for us, or to participate in a conference, workshop is based on your consent;
  • we may collect and process information for legitimate interest, primarily to protect us from legal action or claims from third parties, including you and/or to protect our legal rights and/or those of our employees.

We may disclose personal information legally in the following scenarios:

  • for the performance of a contract or to take steps to enter into a contract; and
  • to collaborating entities/persons that are required for the provision of services to you or with your consent.
  • group entities, including non-EU entities part of the group based on contractual terms issued by the European Commission;
  • when there is a legal requirement to do so;
  • if we are requested to do so by a governmental or regulatory authority or by a court of competent jurisdiction;
  • to enforce our contractual terms;
  • in cases or merger or acquisition of our business or parts of it to the new owners;
  • to protect us and our employees from legal action or claims from third parties, including you;

The free exchange of personal data between Member States is a fundamental aspect of the EU’s basic principles. This principle is also reflected in the GDPR, which excludes the restriction or prohibition of the free movement of personal data within the EU or EEA. GDPR therefore allows for the transfer between EU/EEA companies.

The personal non-public data we collect from you may be collected stored or processed by or transferred between group entities, including our entities established outside the EU/EEA. To date, the European Commission has not determined the non-EU countries we are established in to have an adequate level of protection of personal data within the terms of article 45 of the GDPR.

In the absence of an Adequacy Decision, the GDPR provides that a transfer can take place through the provision of appropriate safeguards and on condition that enforceable rights and effective legal remedies are available for individuals. Such appropriate safeguards include contractual arrangements with the recipient of the personal data, using, the standard contractual clauses approved by the European Commission.

For this purpose, contractual arrangements based on contractual provisions as approved by the European Commission are in place to ensure effective legal remedies to you in relation to the processing of personal non-public data by our group entities outside the EU/EEA.

We retain the personal information that we collect from you only for as long as required for statutory, business, tax or legitimate interest purposes. Your information is retained in electronic or paper format or both. When it is no longer required, it will be deleted or destroyed.

Should you wish to obtain information on the specific retention period of any personal information we hold on you, please contact us on the below contact details.

Your principal rights under data protection law are:

  • right to be informed about the personal non-public data we collect and how we process it - this policy aims at providing you with this information;
  • right to access – you have the right to obtain confirmation that your personal non-public data is being processed and have the ability to access it;
  • right to modification – you have the right to request the modification of any personal non-public data we hold on you if it is incorrect or incomplete;
  • right of portability – you may ask us to forward to you the personal data we hold on you and which is portable at law in a structured, commonly used and machine-readable format or to transmit that data to another data controller, where it is technically feasible to do so
  • right to erasure – you have the right to request the removal of your personal data, which shall be deleted, unless there is a legal requirement or reason for us to continue processing or storing it;
  • right to restrict processing – you have a right to restrict or withdraw consent to the processing of your personal data. In such cases we are permitted to store your data, but not to process it further unless there is a legal requirement or reason for us to continue processing it;
  • right to object to processing for specific reasons at law, being the following:
  1. processing based on legitimate interests or the performance of a task in the public interest or in the exercise of official authority,
  2. direct marketing, including profiling to the extent that it is related to such marketing activities,
  3. processing for scientific or historical research purposes or for the purpose of statistics; and
  • you have the right to file a complaint with supervisory authorities if your information has not been processed in compliance with GDPR.

For any requests in furtherance to the above, please contact us, using the below contact details.  We shall endeavor to reply at the very earliest and deal with your request by not later than 30 days from receipt by us of your request.

We try to meet the highest standards when collecting and processing personal data. We encourage you to contact us if you think that our collection or processing of data may be improved.  You may also file a complaint. We welcome your suggestions to improve our procedures and take any complaints seriously.  This privacy policy was drafted with the aim of providing clarity and information about our data collection, processing and retention.  We understand that, however, it does not provide exhaustive details. Please feel free to contact us to provide you with any additional information or clarifications.

Our contact details are the following:

  • Business Address (Malta Office): Level 2, Office 13, Europa Centre, John Lopez Street, Floriana (Malta, Europe).
  • Business Address (Lugano Office): Succursale di Lugano, Corso Elvezia nr. 25, 6900 – Lugano (Svizzera).
  • Contact number (Malta Office): +356 2124 2669
  • Contact number (Lugano Office): +41 (0)91 922 97 22
  • Email: /

This information notice does not constitute legal or professional advice.

By continuing your engagement with us you agree to our Terms of service as we will continue to collect and process your data.

Should you opt not to agree, please send a written request to our contact details.



Daniela Baldoni                                                                                             


Jonathan De Giovanni

Director and Compliance Officer

Private Value Asset Management Ltd (Malta, Europe)