Stellan Capital & Danet Technology Case Study

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Stellan Capital &
Danet Technology Case Study

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Our Services

Stellan Capital is a private wealth firm operating in the ultra-high-net-worth and multi-family office segment. Founded by executives from global investment banks including Goldman Sachs, Deutsche Bank, and Morgan Stanley, the firm provides sophisticated, global, multi-currency portfolio management services.

As Founding Partner, David Leon puts it, “we aren’t a bank and so our capital isn’t dollars, it’s our credibility. A client data privacy leak is the single greatest existential threat to our firm.”

Danet was engaged early as a strategic partner, not just a vendor. The relationship is deeply collaborative, with founder-to-founder alignment on values, rigour, and client protection.

Implementation of Danet Technology services

Danet has supported Stellan through multiple cybersecurity maturity phases, from foundational setup to an advanced security uplift. Key initiatives have included:

  • Secured device management and firewall control
  • Access governance and endpoint security
  • Cybersecurity audits and ongoing control enhancements
  • Deployment of phishing simulations and staff training
  • Custom escalation workflows for internal requests
  • Early adoption guidance for AI platforms with cybersecurity overlays

Notably, Danet developed a phishing resilience program tailored to Stellan’s needs, sending custom simulations to test team awareness, track engagement, and address behavioural risks.

“The founder-to-founder, bespoke approach was the game-changer for us, especially as we grew. Danet never tried to squeeze us
into an off-the-shelf model.”
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David Leon

Business Impact

Stellan has scaled from five to over twenty employees, with further growth underway. Danet’s infrastructure and oversight have enabled safe growth with zero incidents.

The benefits go beyond operations:

  • Confidence in third-party audits (e.g., RG104 and Microsoft best practice)
  • Trust from UHNW clients, even amid broader industry breach news
  • Access to transparent reporting and evolving security innovations
Amanda Garmston, Chief Operating Officer, “A great cyber tech stack is like the perfect pair of shoes: after day one, you don’t even
notice you’re wearing them. Danet has made our
tech experience that smooth.”
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Amanda Garmston

What stood out most for Stellan Capital was Danet’s ability to matchtechnical depth withstrategic responsiveness.

Unlike firms that apply a one-size-fits-all model, Danet delivered a bespoke approach tailored to Stellan’s specific risk profile,
regulatory sensitivity, and growth ambitions.
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David Leon
Founding Partner, Stellan Capital.
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Knightswood House Private Wealth & Danet Technology Case Study

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Knightswood House
Private Wealth &
Danet Technology Case Study

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Our Services

Knightswood House is a boutique financial advice firm delivering holistic wealthadvice to a carefully curated group of private clients. Founded on the principle of outcome-based financial guidance, Knightswood helps clients align personal priorities with financial decision-making, with an emphasis on quality of life and financial well-being over just the accumulation of wealth. 

As a highly digital-first firm, technology plays a central role in client service delivery, document access, and regulatory compliance. When legacy systems became unworkable, founder David Hazlewood turned to Danet, not just as an IT provider, but as a strategic partner.

“Dan took me through a process not unlike what I use with my own clients, understanding the goal, identifying the gaps, outlining a plan, and managing the risk.”
— David Hazlewood

Implementation of Danet Technology services

Danet overhauled Knightswood’s technology landscape by migrating systems into the Microsoft Cloud, retiring a bespoke, unsupported system that was no longer fit for purpose.

The transformation included:

  • Microsoft 365 deployment with secure cloud storage
  • Admin privilege redesign (segregated access to limit breach exposure)
  • Cyber hygiene controls including geographic access restrictions
  • Ongoing cyber awareness and phishing simulations

Danet also conducts regular phishing tests and simulated breach drills to test team awareness. This ensures compliance with evolving cyber audit expectations and instills confidence across the firm.

Hazlewood credits Danet’s team for their responsiveness and background protection. “I don’t really hear from them day-to-day,”
he says, “and that’s a good thing, because it just works.
But when we need them, they’re there.”
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Business Impact

The result of this transformation has been seamless operations, even as the firm operates flexibly across locations and engages offshore resources. Hazlewood notes the tangible security benefits:

  • Systems accessible securely from anywhere
  • Administrative segregation protects against privilege misuse
  • Annual cyber audits now return some of the highest scores in the firm’s network
“We’ve had independent auditors tell us our cybersecurity posture is better than 99% of firms in the network. That gives us peace of mind, and our clients reassurance.”
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David Hazlewood

Operationally,it’s also about sustainability and ease of work. Knightswood is not looking to scale at pace, but tomaintain quality, profitability, and lifestyle, and Danet enables that with a reliable, low-friction IT experience.

They’ll look after your IT systems the way you look after your clients.”
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David Hazlewood
Founder, Knightswood
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Please get in touch with our team