
Legal/Policies
Atlantic House Privacy Policy
Atlantic House Group Limited and Atlantic House Investments Limited (“Our Companies”) are part of the Atlantic House group of companies. Following the acquisition of Atlantic House Holdings Limited by WisdomTree, the Atlantic House group is now a member of the wider WisdomTree group of companies. WisdomTree UK Limited and WisdomTree Ireland Limited act as joint controllers of personal data collected by Our Companies, as described further in this policy. This privacy policy explains how Our Companies use the personal data we collect from you when you use our websites.
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Topics
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What data do we collect?
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How do we collect your data?
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How will we use your data?
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Purpose and legal basis for using your personal information
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How do we protect your information?
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Do we pass on your data to Third Parties?
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Group Companies and Change Control
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Do we have Third-party links on our Website?
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How do we store your data?
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Marketing
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What are your data protection rights?
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What are cookies?
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Privacy policies of other websites
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Changes to our privacy policy
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How to contact us
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How to contact the appropriate authorities
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What data do we collect?
Our Companies collects the following data:
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We collect information on the use of our site, where you are a registered user or explicitly give your personal details, this information will be linked to you, otherwise it will be anonymous;
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Personal identification information (Name, email address, phone number, etc.) or any other information about you that you disclose to us;
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Information we collect from the way you do business with us, such as or when you use our telephone services, websites or when you apply for our products or services;
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Details of any complaints or concerns raised by you.
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How do we collect your data?
You directly provide Our Companies with most of the data we collect. We collect data and process data when you:
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Register online or place an order for any of our products or services.
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Use our website after registration or enter information on our website.
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Voluntarily complete a customer survey or provide feedback on any of our message boards or via email.
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Use or view our website via your browser's cookies.
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How will we use your data?
Our Companies collects your data so that we can:
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send periodic emails regarding your investments, related products and associated services.
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target market and sales and to tailor and customise our services, communications and marketing for you,.
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follow up after correspondence (live chat, email, webinar or phone enquiries).
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administer the "My Solutions" part of this website.
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analyse and improve the technical function of this website.
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process complaints.
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comply with contractual obligations, regulatory requirements and in order to manage risk effectively.
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enhance and develop our products and services, testing the quality and effectiveness of our products and services, and defining customer types and target markets.
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administer our sites and for internal operations, including troubleshooting, data analysis, load management, testing, research, statistical and survey purposes.
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Purpose and legal basis for using your personal information
We will process your personal data only in accordance with the applicable data protection legislation, which includes the UK General Data Protection Regulation and the Data Protection Act 2018 (“the UK GDPR”) and, to the extent that WisdomTree Ireland Limited processes personal data in its capacity as joint controller, Regulation (EU) 2016/679 of the European Parliament and of the Council (“the EU GDPR”) (the UK GDPR and the EU GDPR together, “Data Protection Legislation”). We will use your personal data for the purposes and on the legal bases set out in the table below. We do not rely on consent as a legal basis for processing your personal data. Where we have asked for your consent and you have given it, you have the right to withdraw it at any time by contacting us. You always have the right to unsubscribe from any direct marketing that you receive from us, by clicking the link that is included in each message or by contacting us. For more detail on your rights regarding your personal data, see below.
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​This table describes in more detail the various categories of personal data we collect (as set out above in "What data do we collect") and the lawful ground on which we rely for processing this personal data.​
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Category of personal data collected
Purpose for collection
Legal basis for processing
way you do business with us, such as or when you use our telephone services, websites or when you apply for our products or services.
to manage and administer any of the services provided by us to you;
for day to day operational and business purposes;
investor relationship management;
for record keeping, security and/or training purposes;
for any other specific purposes where you have given specific consent to that processing for those purposes;
to carry out statistical analysis and market research;
to comply with legal and regulatory obligations applicable to you and us including anti-money laundering and anti-terrorist financing (collectively “AML”) and fraud prevention purposes, including Office of Foreign Assets Control (OFAC) and Politically Exposed Persons (PEP) screening for these purposes and to comply with United Nations, European Union and other applicable sanctions regimes;
certain marketing purposes, unless you have opted out of this; and
for other legitimate business purposes as may be determined by us from time to time.
Where we need to perform the contract we are about to enter into or have entered into with you.
Where we need to comply with a legal or regulatory obligation.
Where it is necessary for our legitimate interests (or those of a third party):
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to prevent money laundering and fraud;
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to protect our business interests;
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to evaluate, develop or improve our products and services;
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to keep our clients informed about relevant products and services, unless you have indicated at any time that you do not wish us to do so.
Details of any complaints or concerns raised by you
for day to day operational and business purposes;
investor relationship management;
for any other specific purposes where you have given specific consent to that processing for those purposes;
to protect the rights, property, or safety of us, our clients, or others (which may include establishing, exercising or defending legal rights or for the purpose of legal proceedings); or
for other legitimate business purposes as may be determined by us from time to time.
Where we need to comply with a legal or regulatory obligation.
Where it is necessary for our legitimate interests:
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to protect our business interests;
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to ensure that complaints are investigated; or
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to evaluate, develop or improve our products and services.
Category of personal data collected
Purpose for collection
Legal basis for processing
way you do business with us, such as or when you use our telephone services, websites or when you apply for our products or services.
to manage and administer any of the services provided by us to you;
for day to day operational and business purposes;
investor relationship management;
for record keeping, security and/or training purposes;
for any other specific purposes where you have given specific consent to that processing for those purposes;
to carry out statistical analysis and market research;
to comply with legal and regulatory obligations applicable to you and us including anti-money laundering and anti-terrorist financing (collectively “AML”) and fraud prevention purposes, including Office of Foreign Assets Control (OFAC) and Politically Exposed Persons (PEP) screening for these purposes and to comply with United Nations, European Union and other applicable sanctions regimes;
certain marketing purposes, unless you have opted out of this; and
for other legitimate business purposes as may be determined by us from time to time.
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Where we need to perform the contract we are about to enter into or have entered into with you.
Where we need to comply with a legal or regulatory obligation.
Where it is necessary for our legitimate interests (or those of a third party):
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to prevent money laundering and fraud;
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to protect our business interests;
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to evaluate, develop or improve our products and services;
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to keep our clients informed about relevant products and services, unless you have indicated at any time that you do not wish us to do so.
Details of any complaints or concerns raised by you
for day to day operational and business purposes;
investor relationship management;
for any other specific purposes where you have given specific consent to that processing for those purposes;
to protect the rights, property, or safety of us, our clients, or others (which may include establishing, exercising or defending legal rights or for the purpose of legal proceedings); or
for other legitimate business purposes as may be determined by us from time to time.
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Where we need to comply with a legal or regulatory obligation.
Where it is necessary for our legitimate interests:
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to protect our business interests;
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to ensure that complaints are investigated; or
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to evaluate, develop or improve our products and services.
How do we protect your information?
Our website is scanned on a regular basis for security holes and known vulnerabilities to make your visit to our site as safe as possible.
Do we pass on your data to Third Parties?
We do not sell or trade your personal data to unrelated third parties. We may, however, share your personal data with: (i) WisdomTree UK Limited and WisdomTree Ireland Limited, who act as joint controllers of Atlantic House personal data as described in the "Group Companies and Change Control" section below, and with other members of the WisdomTree group, including WisdomTree, Inc. (incorporated in New York, USA), for the purposes of operational integration, financial reporting, regulatory compliance, and ongoing business management; (ii) our service providers and sub-contractors who process personal data on our behalf and are bound by appropriate data processing agreements; and (iii) regulatory authorities, law enforcement bodies, or other third parties where we are required or permitted to do so by applicable law.
Group Companies and Change Control
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Do we have Third-party links on our Website?
We do not include or offer third-party products or services on our website.
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How do we store your data?
Our Companies securely stores your data in the Cloud.
The Cloud services used to process personal data complies to ISO27017 certification, with adherence to the standard considered the best way of a supplier proving that it has met the GDPR principle of privacy by design,
All Data and Applications are hosted in Microsoft 365’s multiple data centres which conform to the highest security standards and ISO requirements. Microsoft 365 uses Azure Active Directory and all accounts have Multi Factor Authentication enabled via Security policies.
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Our Companies will hold your personal information in line with our Record Keeping Policy. Once the time period has expired, we will securely delete your data.
International Data Transfers
As a result of the acquisition of Atlantic House by WisdomTree group, your personal data may be transferred to and processed in the United States of America (USA), where some of the WisdomTree entities are incorporated. The USA does not benefit from a UK or an EU adequacy decision, meaning it is not deemed to provide an equivalent level of data protection to that in the UK or the EEA. Where we transfer your personal data to the USA, we ensure appropriate safeguards are in place to protect it, including (i) in the case of transfers from the UK, the use of the International Data Transfer Agreement (IDTA) approved by the Information Commissioner's Office (ICO), which incorporates the Standard Contractual Clauses required under the UK GDPR; and (ii) in the case of transfers from the EEA, the use of the Standard Contractual Clauses adopted under Commission Implementing Decision (EU) 2021/914. We may also transfer your personal data to (i) from the UK to countries within the European Economic Area (EEA); and (ii) from the EEA to the UK. Where transfers are made , we will ensure that appropriate safeguards are in place in accordance with applicable data protection law, including adequacy decisions, Standard Contractual Clauses, or the IDTA as appropriate. You may request further information about the safeguards we use for international transfers by contacting us using the details set out below.
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Marketing
Our Companies would like to send you information about products and services of ours that we think you might like.
If you have agreed to receive marketing, you may always opt out at a later date.
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You have the right at any time to stop Our Companies from contacting you for marketing purposes or giving your data to other members of the WisdomTree Group (which includes Atlantic House Group Limited, Atlantic House Investments Limited, Albemarle Street Partners, and WisdomTree entities) for marketing purposes.
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If at any time you would like to unsubscribe from receiving future emails, you can email us at info@atlantichousegroup.com and we will promptly remove you from ALL correspondence, or manage your subscriptions preferences at www.wisdomtree.eu/subscription.
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What are your data protection rights?
Our Companies would like to make sure you are fully aware of all of your data protection rights. As WisdomTree UK Limited and WisdomTree Ireland Limited are joint controllers of your personal data, you may exercise any of the rights below directly against either of those entities using the contact details provided in the “How to contact us” section. Every user is entitled to the following:
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The right to access - You have the right to request Our Companies for copies of your personal data. We may charge you a small fee for this service.
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The right to rectification - You have the right to request that Our Companies correct any information you believe is inaccurate. You also have the right to request Our Companies to complete information you believe is incomplete.
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The right to erasure - You have the right to request that Our Companies erase your personal data, under certain conditions.
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The right to restrict processing - You have the right to request that Our Companies restrict the processing of your personal data, under certain conditions.
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The right to object to processing - You have the right to object to Our Companies processing of your personal data, under certain conditions.
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The right to data portability - You have the right to request that Our Companies transfer the data that we have collected to another organization, or directly to you, under certain conditions.
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If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us see below for our contact details.
What are cookies?
Cookies are text files placed on your computer to collect standard Internet log information and visitor behaviour information. When you visit our websites, we may collect information from you automatically through cookies or similar technology.
For further information on our cookie policy please click the link below and scroll down to Cookie Information
https://www.atlantichousegroup.com/regulatory or visit allaboutcookies.org.
Privacy policies of other websites
Our website may contain links to other websites. Our privacy policy applies only to our website.
Changes to our privacy policy
Our Companies keeps their privacy policy under regular review and places any updates on this web page. This privacy policy was last updated on 1 May 2026.
How to contact us
If you have any questions about Our Companies privacy policy, the data we hold on you, or you would like to exercise one of your data protection rights, please do not hesitate to contact us.
Email us at: info@atlantichousegroup.com
Call us: (+44) 020 7043 0100
Or write to us at:
Atlantic House Investments Limited
135 Bishopsgate
London
EC2M 3TP
WisdomTree contact details:
Email: GDPR@wisdomtree.com
WisdomTree UK Limited, 1 King William Street, London EC4N 7AF, UK Tel: +44 20 7448 4330
WisdomTree Ireland Limited, 25 North Wall Quay, Dublin 1, Dublin, D01 H104, Ireland Tel: +353 1800 000 036
How to contact the appropriate authority
Should you wish to report a complaint or if you feel that Our Companies have not addressed your concern in a satisfactory manner, you may contact the following:
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If you are based in the United Kingdom: The Information Commissioner's Office (ICO) at ico.org.uk or by telephone on 0303 123 1113; or
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If you are based in the European Economic Area: Your local data protection supervisory authority, or the Irish Data Protection Commission (DPC) at dataprotection.ie (as lead supervisory authority for WisdomTree Ireland Limited).
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