This is a past event. To see the list of our current events, please click  HERE

Helen Avery

Social & Environmental Finance Editor
Euromoney Magazine

Helen joined Euromoney in 2003 to head up the magazine’s private banking and wealth management coverage. She has since overseen hedge fund and alternative investment coverage, US markets, and now is the sustainable finance and CSR Editor also. Prior to joining Euromoney, Helen was with Thomson (now Reuters), and

Rasmus Bertram

Head of Business Management

Rasmus Bertram, Head of Business Management, Nordea Private Banking. Rasmus Bertram is Head of Business Management for Nordea Private Banking in Nordea Wealth Management. Rasmus is managing the partnership ecosystem and developing strategies for increasing Private Banking business growth and topline. Before this role he was Head of Online Advice at Nordea Private Banking and Head of Frontline Support in Private Banking. Rasmus also held numerous Global leadership positions in Wholesale Banking. Rasmus joined Nordea 10 years ago in Asset Management as part the Investments group to manage the growing ambitions of Nordea wholesale distribution. Since then Nordea Wealth M ... (view full description)

Charles Boulton

HSBC Private Bank UK

Charles was appointed CEO, HSBC Private Bank (UK) Ltd in April 2018. Prior to this appointment he was HSBC Private Banking’s UK Market Head, with responsibility for all core U.K. Relationship Management teams. In addition, he ran the London-based International team, and was also Global Head for the private bank’s dedicated UK International teams (focussing on UK Resident Non-Domiciled clients). Charles originally joined HSBC through its acquisition of Bank of Bermuda, and has held several senior roles following his move to the UK Private Bank in 2006, including as head of the HNW and Ultra High Net Worth Teams. Prior to moving into banking, Charles spent almost ... (view full description)

Krzysztof Bratos

Head of Private Banking

Krzysztof gained his first banking experience at JP Morgan in London, where he led projects for the implementation of credit and equity derivatives products. During the years of 2008 crisis, he moved to New York, where he worked on incorporating Bear Stearns into JP Morgan structures. The next stage - London RBS and the integration project with ABN Amro. There he was responsible for the operational merger process and for the creation of the RBS investment branch in the Netherlands. The last stage of his foreign adventure was an traditional English Private Bank. At Kleinwort Benson, he was responsible for the revitalization of this traditional institution, including the modernisation of the p ... (view full description)

Calum Brewster

Managing Director
Julius Baer

Calum joined Julius Baer at the end of 2017 as Managing Director, Head of UK Regional Offices following an impressive career with Barclays Wealth & Investment Management where he progressed to Managing Director for Scotland, Northern Ireland and North England. Before that he was Head of Client Experience and Strategy at Lloyds Banking Group and Head of Client Services at Scottish Widows. A natural optimist, Calum is attracted to any opportunity that encourages sharing, collaboration and teamwork – and making a positive impact on those around him. Calum has an MBA from Edinburgh Business School, Herriot-Watt University and is a member of the Chartered Institute of Securities and Investmen ... (view full description)

Florent Bronès

Chief Investment Officer
BNP Paribas Wealth Management

At the age of 54, Florent has more than 28 years of experience in investment strategy specifically dedicated to global Equities. In 1996, he joined BNP Paribas Equities as Head of investment strategy. In 2003, Florent took over the sell-side research of BNP Paribas Equities and Derivatives. Most of his time is shared between defining the investment strategy and meeting internal and external clients. In 2008, he managed the buy-side research department for Global Equities and Commodity Derivatives (GECD), focusing on investment strategy and financial markets. In 2012, Florent joined BNP Paribas Wealth Management to bring his strong experience to ... (view full description)

Ben Cackett

Head of Global Exports and Investment
City of London

Ben Cackett is Head of the Global Exports and Investment team at the City of London. He joined the City in January 2016. Previously he was at the Cabinet Office managing relationships with Financial services companies in the Business Partnerships unit for No.10.  Ben also worked for Boris Johnson as Mayor of London as an Adviser on social policy and education as has a background working in Parliament and for a think tank, Civitas.

Charlie Corbett

Commercial Editor
Euromoney Magazine

Charlie Corbett is head of specialist content at Euromoney. In a 20-year career he has worked as a senior financial journalist and editor at the FT Group, Wall Street Journal, Euromoney and Morningstar. His book, The Art of Plain Speaking, was published by Routledge in December, and is shortlisted for the 2019 Business Book Awards. He won the Plain English Campaign’s Communicator of the Year in 2018. Before joining Euromoney, Charlie was editor of the special reports section at The Wall Street Journal in Europe and, before that, economics editor at the Financial Times’ monthly international financial affairs magazine, The Banker. He was also editor of the ... (view full description)

Rahim Daya

Head of Business Transformation, Private Bank & Overseas Services

Claudia Figl

Partner & Division Head Private Banking
Bank Gutmann Aktiengesellschaft

Claudia Figl is partner and head of Private Clients at Bank Gutmann as well as member of the board of Gutmann Hungary. She joined Bank Gutmann in 2005. Claudia Figl is a qualified Certified Financial Planner and holds a MAS in Business Management from the University of Klagenfurt. She has more than 27 years of banking experience.

Leslie Gent

Managing Director
Coutts & Co

Leslie Gent, a Managing Director at Coutts & Co, is responsible for delivering some of Coutts’ key investment propositions including the range of Coutts Multi Asset funds.  Her current role includes spearheading Coutts’ approach to responsible investing.  Previous roles at Coutts include Head of Private Banking Investments and Portfolio Manager.  Before joining Coutts, Leslie spent five years at Charles Schwab in San Francisco where she was a Director in the Investment Research division. She also has experience as a sell-side equity research analyst covering the semi-conductor and data storage industries. Leslie is an executive Director of RBS Asset Management (Du ... (view full description)

Bartosz Golba

Head of Wealth Management Research

Bartosz Golba leads GlobalData’s Wealth Management team, providing market intelligence, business information and bespoke consulting services to a number of world’s leading FS organisations. A former private banker, Bartosz  is committed to understanding how wealth managers’ clients react to the industry’s changing environment. Digital wealth management (the rise of robo advisors, above all) and intergenerational wealth transfers are his key interests. He regularly speaks at the industry events, and has published articles in a number of reputable publications.

Oliver Gregson

Head of UK & Ireland
JP Morgan Private Bank

Oliver Gregson is the Head of the Private Bank for the United Kingdom and Ireland Market at J.P. Morgan. Mr. Gregson is responsible for managing J.P. Morgan’s wealth management business and driving the market’s overall strategy and growth. He sits on the Private Bank’s Europe, Middle East and Africa Management Committee.     Prior to joining J.P. Morgan, Mr. Gregson was head of HSBC’s Private Bank Investment Group for the U.K. and Channel Islands. In this role, he lead wealth strategy for the Private Bank and oversaw investment strategy, investment counselling, discretionary portfolio management, sales and trading, and wealth advisory services. Mr. Gregson has also served in vari ... (view full description)

Stephen Hockaday

Director of Investment & Advisory Sales

Patrick Hunger

Saxo Bank

PATRICK HUNGER WAS APPOINTED CHIEF EXECUTIVE OFFICER (CEO) OF SAXO BANK SWITZERLAND IN JUNE 2016. IN HIS ROLE HE ASSUMES OVERALL RESPONSIBILITY FOR GROWING THE BUSINESS FOR ACTIVE TRADERS, INVESTORS AND WHOLESALE CLIENTS, AND FOR POSITIONING SAXO BANK AS PARTNER AND LEADER IN  DIGITAL TRANSFORMATION.  Patrick Hunger joined Saxo Bank (Switzerland) in early 2016 as General Counsel and member of the management board. Prior to this position, he worked for Credit Suisse Trust AG for several years, most recently as General Counsel and member of the management board. Before that he served as Corporate Legal Counsel for both UBS Investment Bank and the Swiss National Bank.  P ... (view full description)

Eva Lindholm

CEO, Wealth Management (UK & Jersey)

Eva Lindholm, GMD, is Head of Wealth Management UK & Jersey. She was previously co-head of UHNW and GFO for Europe and the Emerging Markets.
Eva joined UBS in 2012. Prior to joining UBS, Eva worked for JPMorgan for over twenty years in a number of senior product and client coverage roles in the JPMorgan Investment Bank. Most recently, she was responsible for the build-out of JPMorgan's Corporate Bank in EMEA.
Eva has a Master in Business Administration (MBA) from Columbia University and a Bachelor of Arts (BA) from Dartmouth College. She served on the Board of Transport for London as well its Finance and Policy Committee, from 2006 to 2016.

Ida Liu

Head of Citi Private Bank New York
Citi Private Bank

Ida Liu is a Managing Director and the Global Market Manager for New York, where she heads the Ultra High Net Worth Private Bank business. She has extensive global investment experience. Ida joined Citi from Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Prior to this, Ida spent seven years in investment banking with Merrill Lynch’s mergers and acquisitions, and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn (now Deutsche Bank). She has advised on some of the world’s largest transac ... (view full description)

Alan Mudie

Head of Investment Strategy
Societe Generale

Richard Peers

Senior Director Financial Services: Retail, Private, Wealth Industry Lead

Richard Peers leads Microsoft’s WW Industry team for Retail/Private and Wealth Banking. He has spent the last 22 years at Microsoft in sales, services and marketing leadership, with the last eight years deeply engaged with clients, Fintech’s and partners in Financial Services. Working on projects and engaging with leadership teams he brings an up to the minute insight on the vision and the practicalities of “Digital Banking Transformation”.

Werner Peyer

Compagnie Monegasque de Banque

Fiona Reynolds

Managing Director
Principles for Responsible Investment

Fiona Reynolds is the Managing Director of the United Nations supported Principles for Responsible Investment and has responsibility for its operations globally.  Fiona has more than 20 years' experience in the pension sector, working in particular within the Australian superannuation sector and played an active role in advocating pension policy change on behalf of working Australians and participated in a number of government committees and working groups on retirement incomes policy.  Fiona has a particular interest in retirement outcomes for women.  Prior to joining the PRI, Fiona spent seven years as Chief Executive Officer at the Australian ... (view full description)

Martin Schuricht

Managing Director
Nykredit Bank

Paolo Sironi

FinTech Thought Leader
IBM Watson Financial Services

Paolo is C-level advisor for banking innovation, mentoring financial institutions and entrepreneurs globally on digital business models and investment analytics. He is visiting professor on Fintech innovation for post-graduate courses and formerly held senior roles in quantitative risk management and investment banking. He owns a track record as startup entrepreneur, and is author of bestselling literature on finance, technology and regulation to guide financial services towards sustaining innovation out of today’s disrupted landscape. Author’s page

Fung Siu

Principal Economist, Asia
The Economist Intelligence Unit

Fung Siu joined the Asia team of The Economist Intelligence Unit’s Country Analysis division in 2005. In addition to her regional responsibilities, she works on product development related to the EIU's Country Forecasting Services and oversees the quality of a range of reports across several regions. She regularly represents the company's views on Asia through a range of mainstream media channels and in client presentations.
Fung has an MSc in Economics from the University of London and an undergraduate degree in Economics. She co-authored The World to 2050, published by Nikkei Business Publishing.

Ray Soudah

Founder & CEO
Millenium Associates

Ray Soudah is the founding partner and chairman of MilleniumAssociates, the independent international M&A and Corporate Finance Advisory firm, based in Switzerland and the UK. Founded in 2000, the firm originally focused on the financial services industry, however in recent years it has built on this M&A expertise and experience and established an additional Entrepreneurs and Corporates Practice in order to extend its M&A services to the clients of private banks as well as corporates and entrepreneurial business owners globally. Ray has extensive multicultural wealth management and private banking/investment banking experience working in territories as diverse as the ... (view full description)

Jorge Tavío Ascanio

Market Development Director for Wealth Management in EMEA

Jorge Tavío Ascanio is Market Development Director for Wealth Management in EMEA.   Over the past 11 years, he has covered various client-facing roles within the organization, with a special appetite for co-innovating with clients and partners, bringing solutions to market that are not only technologically innovative, but also transformative from a business perspective.   Having previously worked for IBM and Banco Santander, Jorge holds a Honors Bachelor of Science in Software Engineering with Oxford Brookes University as well as a Master’s in Business Administration specialist in E-Commerce from the Polytechnic University of Madrid.   Jorge is a passionat ... (view full description)

Nicholas Toubkin

Senior Client Director
Strabens Hall

Nick is a Senior Client Director at Strabens Hall. He advises clients who are predominantly resident non-domiciled, or non-resident non-domiciled. Nick specialises in advice around investment management, financial planning and clients’ broad structuring needs both onshore and offshore. Nick joined the Strabens Hall London office from Tilney Group where he advised high net worth and ultra-high net worth clients. Prior to that Nick spent over eight years at Coutts, latterly as a Director in the International Wealth Management division. Named as ‘Private Banker / Investment Manager of the Year’ in the Future Leaders Awards 2017 by Citywealth, Nick brings a we ... (view full description)

Niall Tuite

Head of Lending
AIB Private Banking

  Niall Tuite is Head of Lending for AIB Private Bank which is part of the AIB Group operating in the Ireland, UK and US. Mr Tuite is responsible for managing the AIB Private Banking loan book and driving the overall strategy and growth for the Private Banking business. He is a member of the AIB Investment Bank Senior Management Team.     Prior to joining AIB Private Banking, Mr. Tuite was in AIB Credit Risk leading the restructuring of business and commercial debts. Prior to this Mr Tuite spent 10 years in Anglo Irish Private Bank in Dublin. In this role, he managed a sales and trading, wealth advisory services and equity product team. Mr. Tuite has also served in various ... (view full description)

Monica Valladares

General Counsel
CaixaBank Asset Management

General Counsel at CaixaBank Asset Management since October 2013.   Head of the Legal Department from December 2010 to October 2013, and Chief Compliance Officer from March 2006 to December 2010. Member of the Board of Directors of CaixaBank Asset Management, since 2006.   Her current responsibilities cover the Legal and the Compliance Departments, and matters related to the Board of Directors of the Company. Also in charge of the coordination of the same functions in BPI Gestão de Activos, and CaixaBank Asset Management Luxembourg, both asset management companies owned by CaixaBank Asset Management, located in Portugal and in Luxembourg.   Monica is a mem ... (view full description)

Vanshree Verma

Vice President - Global Investment Group
Deutsche Bank Wealth Management

Vanshree Verma has over 12 years of experience in Fixed Income and is leading Global ETFs and European Fixed Income fund selection in Deutsche Bank Wealth Management as part of their Global Funds Group. She has led the expansion of the platform in ESG and Impact funds. She was selected as one of CityWire Wealth Manager Top 100 analysts in 2016, 2017 and 2018 and was nominated for Investment Week’s Women in Investment Awards in 2018. Her prior experience includes fundamental and quantitative research roles at Barclays and Lehman Brothers. She holds a Bachelor’s degree in Mathematics from St Stephens College, Delhi and an MBA from Indian Institute of Management, Ahmedabad.

Jing Wang

General Manager
China Merchant Bank

Ms. Wang has been working for 24 years with China Merchants Bank. Prior to her position at Private Banking, she had served on various posts such as sub-branch manager, general manager of branch accounting department, and general manager of branch finance department. In August 2007, Ms. Wang was appointed to establish the China Merchants Bank private banking team. She later served the role as the acting head of CMB Private Banking, and subsequently, General Manager of the department.   Ms. Wang is one of the veteran private bankers in mainland China, practicing and pioneering the private banking business. She has built her insight, vision, managerial experience and cross-business ... (view full description)

Juliet Zhou

Head of Financial and Professional Services
China-Britain Business Council

Juliet is an experienced business adviser on China. She brings over 10 years’ experience in working with Deloitte, advising companies on their investment strategies in and out of China. Her career span across both London and China.  She is fully conversant with the concerns and issues faced by UK companies doing business in China. Over the years, she worked with a variety of clients in the financial sectors on projects ranging from M&A and IPOs.  She also pioneered with the UK government agencies to attract Chinese outbound investment to the UK as early back as the late 90s. She was the editor of the investment guide book for Chinese companies “Investing in the UK – a Guide f ... (view full description)
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Event Contacts for 2nd Annual Global Private Banking Conference


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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

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This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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