IT SUPPORT FOR
WEALTH MANAGEMENT
FIRMS
LONDON · 4.9★
Specialist managed IT for wealth managers, asset managers, and family offices in London. FCA operational resilience, DORA compliance, zero-trust security, ISO 27001, and trading infrastructure support — from our base at London Bridge SE1.
IT services for
wealth management firms
FCA & DORA Compliance IT
Operational resilience frameworks aligned to FCA SYSC, DORA (Digital Operational Resilience Act), and PS21/3 requirements. IT risk registers, incident response plans, and third-party vendor assessment.
Zero-Trust Security Architecture
Enterprise-grade zero-trust security for firms managing client assets. Privileged access management, conditional access, and endpoint security that satisfies FCA operational resilience standards.
Trading & Portfolio Platform Support
IT infrastructure support around trading platforms, portfolio management systems, Bloomberg, and custodian connectivity. Uptime and latency management for time-sensitive operations.
ISO 27001 & Cyber Essentials Plus
Certification support for ISO 27001 and Cyber Essentials Plus — increasingly required by institutional clients and mandated by FCA for firms handling client data.
Incident Response & Business Continuity
FCA-aligned incident response planning, DR testing, and business continuity management. We produce the documentation, test the scenarios, and manage the process.
Microsoft 365 & Secure Collaboration
Secure Microsoft 365 deployment for wealth management firms — DLP policies, communication compliance, information barriers, and Teams governance for regulated conversations.
IT support built for
regulated financial firms
Wealth management firms face a unique convergence of IT challenges: FCA operational resilience requirements, cyber threats targeting UHNW client data, DORA compliance, and demanding clients who expect zero downtime. Most MSPs don't understand this environment.
Coreitech has deep experience supporting London's financial services sector — from boutique wealth managers in Mayfair and St James's to multi-billion AUM asset managers in the City of London and Canary Wharf. We hold ISO 27001 certification ourselves and understand the documentation expectations of an FCA supervisory visit.
We also support the adjacent infrastructure: family office IT spanning multiple legal entities and geographies, IFA firms managing client portal access, and fund administrators needing secure collaboration environments.
Common questions
Do you have experience with FCA-regulated wealth management firms?
Yes. We work with FCA-regulated firms across London including wealth managers, asset managers, family offices, and IFAs. We understand SYSC operational resilience requirements, the FCA cyber security guidance, and the documentation expected during FCA supervisory review.
What is DORA and how does it affect UK wealth managers?
DORA (Digital Operational Resilience Act) is EU regulation that has influenced FCA operational resilience guidance for UK firms. It requires firms to formally manage ICT risk, test resilience, and manage third-party IT vendor risk. We help wealth management firms build DORA-aligned IT frameworks with risk registers, vendor assessments, and tested incident response plans.
Can you support Bloomberg and trading platform connectivity?
We manage the IT infrastructure layer around trading platforms — network reliability, endpoint performance, VPN connectivity, and user access management. Bloomberg and platform-specific support requires specialist vendors, but we coordinate with them and ensure the underlying infrastructure meets latency and uptime requirements.
We handle ultra-high-net-worth client data — how do you protect it?
UHNW client data requires the highest level of IT security. We implement: full disk encryption, DLP policies preventing data exfiltration, privileged access management, email encryption, and conditional access policies that prevent data access from unmanaged devices. All staff operate under NDA.
How quickly can you respond to a security incident?
Our critical incident SLA is 15 minutes with a 1-hour resolution target for P1 issues. For security incidents, we have an out-of-hours escalation line. We also provide forensic support for incidents that require FCA notification.
Do you work with family offices as well as institutional wealth managers?
Yes. Family offices have specific IT requirements — often a small team managing complex IT needs across multiple legal entities, investment vehicles, and personal assets. We provide dedicated IT support for single and multi-family offices in London, typically from our base at London Bridge SE1.
Wealth management firm looking for IT support in London?
Talk to Coreitech. We'll assess your current IT and security posture against FCA expectations, identify gaps, and give you a clear roadmap — no obligation, no cost.