Protecting Your Clients' Wealth Starts With Protecting Their Data

Secure, compliant IT infrastructure for wealth management firms that handle sensitive client relationships and high-value assets.

Protecting ultra-sensitive client financial data and personal information
Meeting FCA conduct and data protection requirements simultaneously
Defending against deepfake voice and video fraud targeting HNW clients
Securing communications across multiple channels and client preferences
Managing compliance evidence for client suitability and reporting
Preventing insider threats and unauthorised access to client portfolios
Supporting hybrid work without compromising data security

Why London Wealth Managers Choose Nerdster

Wealth management is a relationship business built on trust. Your clients entrust you with their financial futures, their family assets, and their most sensitive personal information. A single data breach, a successful impersonation attack, or a compliance failure does not just cost money — it destroys the trust that took years to build.

Nerdster provides wealth management IT support in London that puts client data protection and regulatory compliance at the centre of everything. We understand that technology in your firm is not just infrastructure — it is the foundation of client confidence.

Client Data Protection in an Era of Sophisticated Threats

The threat landscape facing wealth managers has evolved dramatically. In 2025, the average cost of a data breach in the UK reached £3.4 million, and financial services firms remain among the most targeted sectors. But the nature of attacks has changed too.

AI-powered deepfake voice cloning now allows attackers to impersonate clients on phone calls with startling accuracy. Business email compromise schemes have become so sophisticated that even experienced professionals are caught out. Wealth management firms, with their high-value client relationships and significant assets under management, are prime targets.

Our security approach layers endpoint detection and response, advanced email filtering, data loss prevention, privileged access management, and dark web monitoring into a unified defence tailored to the specific threats wealth managers face.

Deepfake Defence: The New Security Frontier

The rise of AI-generated deepfakes has created a new category of risk for firms managing high-net-worth client relationships. In 2026, we have seen cases where attackers used cloned voices to authorise six-figure transfers, and AI-generated video to pass identity verification checks.

Nerdster implements multi-factor verification protocols that go beyond traditional methods. We deploy AI-powered detection tools that analyse voice patterns, flag anomalous communication requests, and enforce out-of-band verification for sensitive transactions. Your clients and your firm are protected against threats that most IT providers have not even begun to address.

FCA Compliance Without the Administrative Burden

FCA conduct rules, GDPR data protection requirements, and MiFID II record-keeping obligations create a complex compliance landscape. Meeting these requirements demands technology infrastructure that supports automated evidence collection, compliant communication archiving, and comprehensive audit trails.

We build this infrastructure into your environment from day one. Compliance documentation is generated and maintained continuously, not assembled in a panic before regulatory visits. When the FCA asks for evidence, your team has it immediately.

Secure Communications That Clients Actually Use

High-net-worth clients expect discretion, security, and convenience. They will not tolerate cumbersome security processes, but they also cannot be exposed to insecure communication channels. The balance is critical.

We deploy encrypted email, secure messaging platforms, and compliant video conferencing solutions that meet regulatory archiving requirements while providing the seamless experience your clients expect. Security is embedded, not imposed — so your client relationships are protected without friction.

Technology That Earns Trust

In wealth management, your technology environment is a direct reflection of your firm’s professionalism and commitment to client protection. Outdated systems, security incidents, and compliance gaps undermine the trust your advisers work so hard to build.

Nerdster ensures your IT infrastructure reinforces that trust at every interaction — secure, compliant, reliable, and invisible to the client experience until it matters most.

Why choose Nerdster

Client Data Protection

Multi-layered data security covering encryption at rest and in transit, data loss prevention, access controls, and continuous monitoring — ensuring your clients' sensitive information stays protected at every point.

FCA Compliance Infrastructure

Technology frameworks aligned to FCA conduct rules, GDPR requirements, and MiFID II record-keeping obligations, with automated evidence collection and audit-ready documentation.

Deepfake & Social Engineering Defence

Advanced verification protocols and AI-powered detection tools that protect your firm and clients against deepfake voice cloning, business email compromise, and sophisticated impersonation attacks.

Secure Client Communications

Encrypted email, secure messaging, and compliant video conferencing platforms that meet regulatory archiving requirements while providing the seamless client experience your HNW relationships demand.

FAQ

Frequently asked questions

How do you protect our clients' sensitive data?

We implement defence in depth — encryption at rest and in transit, data loss prevention policies, role-based access controls, privileged access management, and continuous monitoring. Every touchpoint where client data exists or moves is secured, audited, and documented.

Can you help us meet FCA compliance requirements?

Yes. We build technology infrastructure aligned to FCA conduct rules, GDPR data protection requirements, and MiFID II record-keeping obligations. Our compliance frameworks include automated evidence collection, so your team always has audit-ready documentation available.

What is the deepfake fraud risk for wealth managers?

Deepfake technology has advanced rapidly in 2025-2026, with AI-generated voice clones now capable of mimicking clients in real-time phone calls. Attackers use these to authorise fraudulent transfers or extract sensitive information. We implement multi-factor verification protocols and AI detection tools specifically designed to counter this threat.

Do you support platforms like Intelliflo, FE Analytics, and Curo?

Yes. Our engineers have experience with the major wealth management platforms including Intelliflo, FE Analytics, Curo, Iress XPLAN, and various back-office systems. We manage integrations, updates, and access security across your entire platform stack.

How do you handle secure remote working for advisers?

We deploy secure remote access infrastructure using zero-trust principles — every device is verified, every connection is encrypted, and every session is monitored. Your advisers can work from anywhere while maintaining the same security posture as your London office.

Ready to fix your IT?

Book a free 30-minute IT assessment. We'll review your setup, identify risks, and show you exactly what better IT looks like.