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Stellan Capital &
Danet Technology Case Study

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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.