Incident Management & Response Plan
Private Wealth Advisors
About
Private Wealth Advisers is an independent boutique advisory firm dedicated to offering specialized financial services for individuals, trustees, charities, iwi organizations, companies, and family offices across New Zealand. PWA provides bespoke solutions and personalized strategies ensuring clients can explore the best available investment options.
What Was Needed
Private Wealth Advisors enlisted Kambium to conduct a comprehensive review of business practices, including an in-depth assessment of their operations, identifying key areas for improvement, particularly in the areas of Cyber Security and Governance. One of the key requirements for PWA was the need for an Incident Management Plan.
Our Solution
Kambium engaged with key stakeholders to review the current security posture and developed an Incident Management Playbook bespoke to the business. The robust incident management plan was designed to prepare the organization to effectively respond and recover from potential security incidents, minimizing impact on business continuity and client trust. Kambium ensured this was not an IT-centric process, but an overall business function that helped ensure the organization could make quick decisions with reliable information. Not only are technical staff from the IT and security departments involved, so too are representatives from other core aspects of the business.
