Hackers Don’t Need Access to the Portfolio - Just the People Who Touch It
Your firm runs secure systems. Your client portal is encrypted. Your compliance team checks every box.
But attackers aren’t after your login credentials. They’re after something more valuable - and far more vulnerable.
The human layer.
The business manager who’s swamped. The family office assistant who just onboarded. The junior analyst who approved the transfer - because it “looked like it came from you.”
Trust Is the New Attack Vector
Today’s attackers don’t exploit firewalls. They exploit relationships.
They impersonate you. They spoof your client. They drop urgent requests that mirror real conversations - but arrive when attention is low and speed is high.
We’ve seen it happen:
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A forged email from a “client” requesting wire approval
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A fake invoice tied to a real estate deal recently covered in the press
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A fake call from a known vendor that passed every gut check - until it didn’t
These are not technical breaches. They are behavioral manipulations - targeting the most predictable element in wealth management: trust.
You’re Protecting More Than Capital - You’re Protecting Confidence
When trust is exploited, the damage goes deeper than dollars.
It undermines your judgment. It strains the relationship. It puts your client’s sense of security - and your reputation - at risk.
That’s why protecting your client today means protecting every person and process that interacts with their wealth.
Where the HardTarget Playbook Comes In
We partner with wealth managers to assess and fortify the human side of risk - discreetly, professionally, and with zero friction to your workflows.
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Phase 1: Expose - Identify digital blind spots in people, process, and posture
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Phase 2: Rehearse - Simulate real-world attacks (spoofed emails, urgent vendor calls, impersonation plays)
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Phase 3: Harden - Train the team and inner circle to verify with confidence - without slowing down the relationship
This isn’t about cyber forensics. It’s about protecting the role you’ve earned: steward, advisor, and first call when something feels off.
📲 You Don’t Need to Be Paranoid. You Just Need to Be Ready.
Your systems are strong. Let’s make sure the people who touch the portfolio are just as sharp.
Because attackers don’t need access to your platform. They just need someone to believe the wrong message at the wrong time.