Our commitment to clear, complete disclosure. Privacy policy, terms of use, risk information, cookie policy and regulatory details for 2C Advisors SARL.
Last updated: April 2026
This privacy policy explains how 2C Advisors SARL ("we", "us", "our") collects, uses, and protects personal data when you visit our website or engage with our services. We are committed to protecting your privacy in accordance with the Swiss Federal Act on Data Protection (FADP/DSG) and, where applicable, the EU General Data Protection Regulation (GDPR).
2C Advisors SARL, Quai Gustave-Ador 20, 1207 Geneva, Switzerland, and One Molesworth Street, Dublin 2, D02 RF29, Ireland. For data protection inquiries, contact us at compliance@2c-advisor.com.
We may collect the following categories of personal data:
We process personal data for the following purposes: responding to your inquiries and consultation requests, providing wealth management advisory services, complying with legal and regulatory obligations (including FINMA requirements, Anti-Money Laundering regulations, and tax reporting), and improving our website and services.
We process personal data based on: your consent (for contact form submissions), the performance of a contract or pre-contractual measures, legitimate business interests, and compliance with legal obligations under Swiss financial regulation.
We retain personal data only as long as necessary for the purposes described above, or as required by applicable law. Financial records are retained for the minimum period required under Swiss financial regulation (typically 10 years). Contact form data is retained for 24 months unless a client relationship is established.
Under applicable data protection law, you have the right to: access the personal data we hold about you, request correction of inaccurate data, request deletion of your data (subject to legal retention requirements), object to processing based on legitimate interests, and request data portability. To exercise these rights, contact us at compliance@2c-advisor.com.
Your data is primarily stored and processed in Switzerland. Where data is transferred outside Switzerland or the EEA, we ensure appropriate safeguards are in place, including standard contractual clauses or adequacy decisions.
Last updated: April 2026
By accessing and using this website, you agree to be bound by these terms of use. This website is operated by 2C Advisors SARL, a FINMA-licensed portfolio manager registered in Geneva, Switzerland. The content of this website is provided for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any financial instruments.
Use of this website does not establish a client relationship with 2C Advisors SARL. A formal advisory relationship is established only through a signed engagement agreement subject to appropriate suitability assessments and regulatory procedures.
While we make reasonable efforts to ensure the accuracy of information published on this website, we do not warrant that such information is complete, accurate, or current. Market data, performance figures and research opinions are subject to change without notice. Past performance is not indicative of future results.
All content on this website, including text, graphics, logos, design elements, and research materials, is the property of 2C Advisors SARL and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works from this content without prior written consent.
To the maximum extent permitted by law, 2C Advisors SARL accepts no liability for any loss or damage arising from the use of, or reliance upon, information provided on this website. This includes, without limitation, any direct, indirect, incidental, or consequential losses.
This website is not directed at any person in any jurisdiction where the publication or availability of this website is prohibited. Persons who access this website are required to inform themselves about and observe any relevant restrictions. In particular, this website is not directed at US persons or residents of jurisdictions where the services described would require additional licensing.
These terms are governed by the laws of Switzerland. Any disputes shall be subject to the exclusive jurisdiction of the courts of Geneva, Switzerland.
Last updated: April 2026
This website uses a limited number of cookies and local storage mechanisms to provide core functionality. We take a minimal approach to data collection.
We do not use advertising cookies, tracking pixels, social media cookies, or third-party analytics services. We do not use Google Analytics or similar tracking platforms. We do not participate in cross-site tracking or retargeting.
This website loads fonts from Google Fonts, which may involve the transfer of your IP address to Google servers. An embedded Google Maps iframe on our contact page may set cookies subject to Google's own privacy policy. No other third-party services are loaded.
You can control cookies through your browser settings. Blocking cookies may affect the functionality of the language selection feature. Clearing localStorage will reset your language preference to English.
Last updated: April 2026
Investing in financial markets involves risk. This disclosure is provided to ensure that prospective and existing clients understand the nature of risks associated with the investment activities discussed on this website.
The value of investments and the income derived from them can go down as well as up. You may receive back less than the amount originally invested. Past performance is not a reliable indicator of future results and should not be the primary basis for investment decisions.
Initial public offerings carry specific risks including limited operating history of newly listed companies, potential for significant price volatility in the period following listing, restricted liquidity during lock-up periods, and the possibility that the offering price may not reflect the company's underlying value. Access to IPO allocations is not guaranteed and may be subject to allocation processes beyond our control.
Investments in funds are subject to market risk, liquidity risk, and the specific risks of the underlying assets held by each fund. Fund performance depends on the skill and judgment of fund managers and may underperform relevant benchmarks. Fees and charges reduce the net return to investors. Past fund performance does not guarantee future returns.
Bond investments are subject to credit risk (the risk of issuer default), interest rate risk (bond prices typically fall when interest rates rise), inflation risk, and liquidity risk. Higher-yielding bonds generally carry greater credit risk. Changes in credit ratings can significantly affect bond valuations.
Where investments are denominated in a currency other than your base currency, exchange rate movements can affect the value of your investment. Currency hedging may reduce but does not eliminate this risk.
Tax treatment depends on your individual circumstances and may be subject to change. Tax laws and regulations vary by jurisdiction. You should seek independent tax advice in relation to your specific situation.
Before making any investment decision, you should consider whether the investment is suitable for your particular circumstances, taking account of your investment objectives, financial situation, and risk tolerance. 2C Advisors conducts suitability assessments as part of its formal advisory process.
Last updated: April 2026
2C Advisors SARL is a limited liability company incorporated in Geneva, Switzerland, under the commercial register number CHE-450.286.237. The company has a share capital of CHF 100,000 and is 100% owned by 2C Advisors LLC, a Delaware, United States limited liability company.
2C Advisors SARL is authorised by the Swiss Financial Market Supervisory Authority (FINMA) as a portfolio manager under Article 17 of the Financial Institutions Act (FinIA / FIDLEG). This authorisation permits the firm to manage individual client portfolios on a discretionary and advisory basis.
2C Advisors SARL is supervised by SO-FIT (Organisme de Surveillance pour les Intermediaires Financiers et les Trustees), a FINMA-recognised supervisory organisation. SO-FIT is registered in Geneva under CHE-101.198.661.
The firm operates under Swiss financial services legislation including the Financial Institutions Act (FinIA), the Financial Services Act (FinSA / FIDLEG), the Anti-Money Laundering Act (AMLA), and related ordinances. We are subject to ongoing supervision, periodic audits, and regulatory reporting obligations.
If you wish to make a complaint, please contact us in writing at legal@2c-advisor.com or by post to: 2C Advisors SARL, Quai Gustave-Ador 20, 1207 Geneva, Switzerland, or One Molesworth Street, Dublin 2, D02 RF29, Ireland. We will acknowledge your complaint within five business days and aim to resolve it within 30 days. If you are not satisfied with our response, you may refer the matter to our supervisory organisation SO-FIT.
2C Advisors SARL
Quai Gustave-Ador 20
1207 Geneva, Switzerland
One Molesworth Street
Dublin 2, D02 RF29, Ireland
Phone: +41 22 539 4456 · +353 1 539 4581
Email: info@2c-advisor.com