A leading multi-family office and an independent investment advisor, the company was established to service clients with their investment and life needs.
The goal: To secure and prepare the processes, tools and people involved in the management of new financial assets / products in close cooperation with both business and IT units.
The process: In a first step, Adnovum evaluated the IT requirements around management of the new financial assets. In a second step, it recommended and provided support in implementing IT security controls. It also supported the launch of the new asset trading.
The result: Processes are streamlined, yet still secure and accepted by the client. Operations were presented and walked through with the regulator. In addition, a regular security checklist and a governance framework are now in place. All recommendations are based on ISO 27001/27002.
The client is a leading multi-family office and an independent investment advisor, established to service clients with their investment and life needs.
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Increased stakeholders’ confidence on IT security
Increased management’s confidence and awareness on IT security risks
Addressed critical risks identified
Improved security posture of the people, processes and tools handling the assets
