Privacy Policy

Wentzel Capital (“Wentzel Capital”, “we”, “us”, or “our”) respects the privacy of every individual who entrusts us with their information. This Privacy Policy explains what personal information we collect, why we collect it, how we use and safeguard it, and the rights you may exercise in respect of that information.

It applies to information collected through our website, our client onboarding and reporting processes, and any direct correspondence with our team. By engaging with us, you acknowledge the practices described here.

We collect only the information necessary to evaluate, onboard, and serve our clients with the standard of care our mandates require.

Information you provide directly: your name, contact details, jurisdiction of residence, professional background, beneficial ownership particulars, source of wealth disclosures, investment objectives, and any other detail you share through our enquiry form, onboarding documentation, or written correspondence.

Information collected automatically: limited technical metadata when you visit our website, including IP address, device type, browser type, referring page, and pages viewed. We use this only to maintain the integrity and performance of the site.

Information from third parties: where required by applicable law, we may receive identity verification, sanctions screening, and politically-exposed-person results from authorised compliance providers.

Personal information is used to assess prospective relationships, fulfil regulatory and fiduciary obligations, administer mandates, communicate with you, and continuously improve the quality of the services we offer.

We do not use your information for advertising, profiling for marketing purposes, or any form of automated decision-making with legal or similarly significant effect.

We share personal information only with parties that have a legitimate role in delivering, securing, or governing our services. These include our custodians, auditors, legal advisers, regulators, and identity-verification providers, each of whom is bound by confidentiality obligations.

We do not sell, lease, or trade personal information. We will not disclose it to any third party for their own marketing or commercial purposes.

Wentzel Capital operates as a proudly African investment group with relationships that may extend beyond the continent. Where the administration of a mandate requires personal information to cross borders, we ensure that the receiving jurisdiction provides an adequate level of protection or that an equivalent safeguard is contractually in place.

We employ administrative, technical, and physical safeguards designed to protect personal information against unauthorised access, alteration, disclosure, or destruction. Information held in connection with active mandates is encrypted at rest and in transit, and access is restricted to those members of our team who require it to perform their duties.

We retain personal information for as long as a relationship is active, and thereafter for the period required by applicable financial-services, anti-money-laundering, and tax legislation. When information is no longer required, it is securely destroyed or irreversibly anonymised.

Subject to applicable law (including, where relevant, the Protection of Personal Information Act, 2013 and the General Data Protection Regulation), you may request access to the personal information we hold about you, ask that it be corrected or completed, request deletion in defined circumstances, object to certain processing, or withdraw consent previously given. We will respond to any such request within the period prescribed by the applicable framework.

Our website uses a small number of strictly necessary cookies to support core functionality. We do not deploy third-party advertising or cross-site tracking cookies. You may disable cookies in your browser; doing so will not impair the principal content of the site.

We may revise this Privacy Policy from time to time to reflect changes in our practices, in applicable law, or in the services we offer. The date at the head of this policy indicates when it was last updated. Material changes will be communicated to active clients in writing.

Questions or requests relating to this Privacy Policy may be directed to info@wentzel.capital. A principal will respond within forty-eight hours.