Waterfield Advisors is proud to announce our ISO 27001:2022 certification, a globally recognized standard for information security management. This achievement reinforces our commitment to protecting client data, strengthening internal processes, and staying ahead in an evolving digital landscape. In today’s digital-first world, where data breaches and cyber threats make headlines daily, safeguarding sensitive information is no longer optional—it’s essential.

How We Achieved ISO 27001 Certification

Earning this certification was a rigorous process, requiring a structured approach to fortifying our information security framework. Here’s how we ensured compliance with the highest global standards:

To become a ISO 27001 certified wealth management firm, we took a structured approach to strengthening our information security framework. We began by identifying and categorizing our information assets to ensure they were secured in line with ISO 27001 standards. A comprehensive risk and impact assessment, including Vulnerability Assessment and Penetration Testing (VAPT), helped us identify potential threats and reinforce our defenses.

We evaluated existing security controls and implemented advanced risk mitigation strategies to enhance efficiency and protection. To align with ISO 27001:2022, we developed and refined security policies, including a Statement of Applicability, ensuring a well-defined governance framework. New security measures were introduced and rigorously tested for effectiveness, while continuous monitoring mechanisms were established to detect and address threats in real time.

Looking Ahead

Achieving the ISO 27001 certification isn’t just about compliance, it’s a reflection of our unwavering commitment to trust, security, and excellence. As cyber threats continue to evolve, so will our strategies to protect our clients' wealth and data, from client portfolios to financial transactions to personal information. As a certified wealth management firm, we don’t just adapt to change—we anticipate it, ensuring that our clients remain secure in an increasingly digital world.