The following privacy policy is applicable when visiting the website Match My Assets  (hereafter referred to as “MMA”) exclusively run by xUpery Ltd. (hereafter referred to as “xUpery”). The policy explains how your personal information is collected, processed, and used when you visit and/or register for the MMA website. We are committed to protecting your privacy and therefore exercise all possible care in processing your personal information. The MMA website may contain links to websites which are not controlled by xUpery. You visit such websites at your own risk. xUpery cannot accept responsibility or liability for such websites, their content, or their privacy practices. 


We have established appropriate security standards to protect your personal information. Personal information is processed to manage, maintain, and improve the website as well as analysing user behaviour.  This data includes all relevant information about your computer and connection. This could include: 
  • internet service provider 
  • IP address (possibly) 
  • your browser 
  • operating system of the computer accessed on 
  • date and time 
  • the website from which you visit 
  • the search terms you used to find 
  • All tracked sub-pages and links while visiting the, as well as date and time; All information collected through cookies or similar technologies. 
With your consent, we also process all received requests. Please note that in addition to your name and contact information, we handle all data disclosed in the contact form. We, therefore, urge you to support our security efforts by not revealing any sensitive or unnecessary information. 


Cookies are used on the website to improve performance, user experience and also serve advertising purposes. In conjunction with its websites, we use cookies and similar technologies from Google Analytics. You can change your cookie settings at any time. You may also refuse cookies, restricting the transfer of your data. Please keep in mind that cookies are necessary for some functions and features. A detailed explanation of cookies and how they work can be found at <>. 


Our website integrates plugins of the short message network Twitter Inc., 795 Folsom St., Suite 600, San Francisco, CA 94107, USA. Twitter plugins (Tweet button) can be recognized by the Twitter logo. An overview of the Tweet button can be found at <>.  When you visit a page that contains such a plug-in, a direct connection is established between your browser and the American Twitter server. Twitter is informed that you have visited our site and receives your IP address. You can link our pages to your Twitter profile using the “Tweet” button while logged in to your Twitter account. This allows Twitter to associate your visit with your account. As the provider of these pages, we are not aware of the content of any transmitted data nor its use by Twitter. See Twitter’s privacy policy for more information. If you do not want Twitter to associate your visit, please log out of your Twitter account. 


Our website integrates plugins of the social network LinkedIn LinkedIn Corporation, 2029 Stierlin Court, Mountain View, CA 94043, United States (hereinafter “LinkedIn”). LinkedIn plugins can be identified by the LinkedIn logo or the “Recommend” button on our site. The plug-in establishes a direct connection between your browser and the LinkedIn server. LinkedIn is informed that you have visited our site and receives your IP address. You can link the contents of our pages to your LinkedIn profile by clicking the LinkedIn “Recommend” button while logged in to your LinkedIn account. This allows LinkedIn to associate your visit with your account. As the provider of these pages, we are not aware of the content of any transmitted data nor its use by LinkedIn. Details on data collection (purpose, scope, further processing, use) as well as your rights and options can be found in LinkedIn’s privacy policy. These notes can be found at <>. 


This website uses Google Analytics, a web analytics service provided by Google Inc. 1600 Amphitheater Parkway, Mountain View, CA 94043, USA (“Google”). Google Analytics uses so-called “cookies”: text files stored on your computer that allow an analysis of your use of the website. The information generated by cookies (browser type/version, operating system used, referrer URL previously visited website, IP address, time of server request) is usually transmitted to a Google server in the US. You can, however, activate IP anonymisation on our website within member states of the European Union or in other contracting states of the Agreement on the European Economic Area. This will shorten your IP, giving you further anonymity.  Only in exceptional cases will the full IP address be shortened after it’s sent to an American Google server. Google will use this information to evaluate your website activity, to compile reports on website activity for website operators, and to provide other services related to website activity and internet usage. Google will transfer this information to third parties if required by law or if third parties process this data on behalf of Google. The IP address provided by Google Analytics as part of Google Analytics will not be merged with other Google data.  You may prevent the installation of cookies by setting your browser software accordingly, but please note that some features depend on cookies. By using this website, you consent to the processing of your data by Google in the manner and for the purposes set out above. Visit the Google Analytics website for more information on the web analytics service used. For instructions on how to prevent your data from being processed by the Web Analytics Service, see <>. 


We make every effort to keep your information safe and therefore take all reasonable measures to protect your data from loss, access, misuse or alteration. All third parties have agreed to the respective confidentiality and due diligence provisions. Besides, we will only share your data if legally obliged to do so by official or court orders. 


Your data will only be retained for as long as this is for the purpose and/or legal basis. 


You have the right to information about the processing of your personal data as well as rectification, deletion, limitation of processing, or opposition to processing. You may also exercise your right to data portability. 


Only Swiss-based Wealth Managers without a banking license can choose to become a member and only on a yearly basis (365 days). If you want to become a member, you are responsible for maintaining the confidentiality of your account and password and for restricting access to your computer, and you agree to accept responsibility for all activities that occur under your account or password. We reserve the right to refuse service, terminate accounts, remove or edit content, or cancel orders in their sole discretion. Memberships are non-transferable. You agree to (a) maintain all equipment necessary for your access to and use of the Website; (b) maintain the security of your user identification, password, Personal Information, and any other confidential information relating to your MMA account; (c) take responsibility for all charges resulting from use of your MMA account, including unauthorized use prior to your notifying us of such unauthorized use and taking the legal steps to prevent its further occurrence by contacting us to change your password; and (d) update your Personal Information, including email address, as appropriate. If you are given a promotional code, you may only use it once. If your membership is terminated due to a violation or by stating false information, MMA will not reimburse Subscriber for the remainder of the paid month. Nor will reimbursements be made for subscription cancellations before yearly renewal date. Subscriptions are billed yearly. If you opt for automatic renewal, your subscription will be renewed automatically until cancelled. Subscribers may cancel their subscription at any time. Subscriptions must be cancelled 3 days before the renewal date to end subscription charges. To cancel your membership before expiry day, please send an e-mail to .


The website promotes the services of suitably authorised and FINMA/or SRO regulated wealth managers without a banking license. It does not, and will not, offer or provide any advise or legal reviews on any activities provided by the wealth manager (e.g. cross-border rule compliance).  While we try to ensure that the website is as accurate as possible, we make no warranty of any kind concerning the information contained on the site.  We have no responsibility for any services offered or provided by third parties using this platform. We are not responsible for any actions taken as a result of relying on or in any way using the information on the website and in no event do they have any liability for damages resulting from reliance on or use of such information.  We reserve the right to suspend access to the website at any time without warning or if required to do so by any court or any other relevant authority. The aim for the MMA website is to inform and help Swiss wealth managers. We will on occasion provide you via email with exciting information. If you would rather not receive this information, you can always opt-out by unsubscribing at any time.  If the license is sold to a third party or integrated with another third-party business, your details may be disclosed to our consultants and any prospective purchasers and their consultants and will be passed on to the new owners of MMA license. 


All rights reserved. No part of this website may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission, except in the case of brief quotations and certain other noncommercial uses permitted by copyright law. 


We may amend its website. Your continued use of the Site will be deemed acceptance of the updated terms.