Privacy Notice
Last updated: 30 June 2026
Custodia Advisory ("Custodia," "we," "us," or "our") respects your privacy and is committed to protecting the personal data we collect and process in the course of our business. This Privacy Notice explains what information we collect, how we use it, and the choices you have.
This notice applies to visitors of custodiaadvisory.com, prospective and current clients, and individuals who contact us through the site.
1. Information We Collect
Information you provide directly, such as when you submit an enquiry through our contact form, subscribe to our newsletter, or correspond with us by email. This may include your name, email address, job title, company name, and any details you choose to share about your enquiry.
Information collected automatically, such as your IP address, browser type, device information, and pages visited, gathered through standard website analytics tools when you browse our site.
Information from third parties, in limited circumstances — for example, where a mutual contact introduces you to us, or where publicly available professional information (such as your title or firm) is used to inform an initial outreach.
We do not knowingly collect sensitive personal data (such as health, financial account, or government ID information) through this website.
We collect information in the following ways:
We use the information we collect to:
- Respond to enquiries and schedule discussions about our services
- Provide, administer, and improve our consultancy services to clients
- Send newsletters and Knowledge content to subscribers, where you have opted in
- Understand how visitors use our website to improve its content and functionality
- Comply with our legal and regulatory obligations
We do not sell, rent, or trade your personal data to third parties for their marketing purposes.
2. How We Use Your Information
Where applicable data protection law requires it (including the Cayman Islands Data Protection Act and, where relevant, the EU/UK General Data Protection Regulation), we process personal data on the following bases:
- Consent — for example, when you subscribe to our newsletter
- Legitimate interests — for example, responding to enquiries and conducting relevant business development outreach
- Contractual necessity — where processing is required to deliver services you have engaged us for
3. Legal Basis for Processing
We do not share your personal data with third parties except:
- With service providers who support our operations (such as website hosting or email delivery), under confidentiality obligations
- Where required by law, regulation, or a valid legal process
- With your consent
All client engagements and enquiries are handled with complete discretion, consistent with the confidentiality expectations of the institutions we work with.
4. How We Share Information
We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, regulatory, or reporting requirements. Newsletter subscriber data is retained until you unsubscribe.
5. Data Retention
Depending on your location, you may have the right to:
- Access the personal data we hold about you
- Request correction of inaccurate data
- Request deletion of your data
- Object to or restrict certain processing
- Withdraw consent at any time (for example, by unsubscribing from our newsletter)
To exercise any of these rights, please contact us using the details below.
6. Your Rights
Our website may use cookies and similar technologies to support basic functionality and analytics. You can control cookie preferences through your browser settings.
7. Cookies and Tracking
8. Data Security
We take reasonable technical and organisational measures to protect personal data against unauthorised access, loss, or misuse. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
9. International Data Transfers
As Custodia works with clients across multiple jurisdictions, your information may be processed or stored outside your home country. Where this occurs, we take steps to ensure appropriate safeguards are in place.
10. Changes to This Notice
We may update this Privacy Notice from time to time. The "Last updated" date at the top of this page reflects the most recent revision.
11. Contact Us
If you have questions about this Privacy Notice or how we handle your personal data, please contact us at:
This notice is provided for general informational purposes and does not constitute legal advice. Custodia Advisory recommends this notice be reviewed by qualified legal counsel prior to publication, to ensure compliance with all applicable data protection laws in the jurisdictions where you operate and where your clients or website visitors are located.