Secure Client Retention Through Every Wealth Transfer
SENGUARD protects high-net-worth clients while building relationships with the next generation – before AUM transfers occur.
As featured in:
The Wealth Management Client Protection Gap
The Risk to Your Firm
Intergenerational wealth transfer represents a critical concern for client retention.
Lacking meaningful relationships with adult children before inheritance events occur leaves you facing significant AUM attrition.
This alongside increasing cybercrime targeting high-value customers represents a critical and growing challenge.
The Risk to Your Clients
Adults aged 70-79 experience the highest average fraud losses at £10,000 per incident.
£11.4 billion in fraud cost the UK economy in 2024, yet traditional security software fails to protect against the most prevalent attacks among high-net-worth individuals.
This leaves customers assets at risk as well as reputation and legacy.
One Partnership. Three Strategic Outcomes.
SENGUARD protects wealth management client retention across generations.
Our Digital Guardian technology creates natural family engagement touchpoints while preventing cyber fraud and turning client protection into a competitive advantage that survives wealth transfers.
Intergenerational Engagement
Our Digital Guardian feature allows clients to designate family members who receive security alerts when high risk events occur.
This creates natural, value-driven touchpoints between your firm and the next generation, facilitating relationship-building before wealth transfers occur.
You’re not just protecting clients; you’re establishing relationships with future decision-makers.
Pre-Emptive Fraud Prevention
With £11.4 billion in fraud costing the UK economy annually. Pre-emptive protection is essential for high value customers such as your clients.
SENGUARD blocks threats before they reach your clients: malicious websites, downloads, and social engineering attacks (romance scams, investment fraud, etc.) stopped at the source.
Protect client wealth, your firm’s reputation, and reduce risk.
Competitive Differentiation
Position your firm as a forward-thinking leader in client care.
While competitors offer traditional wealth management, you demonstrate duty of care that extends to your clients’ digital lives and family security.
A tangible benefit that resonates with both current clients and their adult children.
Recognised value from an early stage
Scottish EDGE Winners
Financial Regulation Innovation Labs
Cyber Startup of 2025 Top 3
Scottish Fintech Awards 2025 Finalists
Innovate Finance 2025 Scotland Winners
How SENGUARD Drives Wealth Management Client Retention & Protection
SENGUARD is the first client protection partnership designed specifically for wealth management client retention across generations.
Our Digital Guardian technology creates natural family engagement touchpoints while preventing cyber fraud – turning client protection into a competitive advantage that survives wealth transfers.
Proudly supported by the best in the business
Enterprise-Grade Protection Technology
From Client Protection to Family Relationships
Traditional wealth management services end with the client. SENGUARD extends your value proposition to the next generation before they inherit – creating natural engagement opportunities that build trust across generations.
The Traditional Scenario
Your client, a high-net-worth individual in their 70s, faces increasing cyber fraud risk.
Their adult children worry about their online safety but have no relationship with your firm.
When wealth transfer occurs, the next generation has little/no established connection to your advisors.
The SENGUARD Advantage
That same client designates their adult child as a Digital Guardian. When SENGUARD detects and blocks threats:
✓ The designated family member receives security alerts
✓ Each alert demonstrates your firm’s proactive protection
✓ Natural touchpoints build familiarity and trust
✓ The next generation experiences your firm’s value firsthand
✓ When wealth transfer occurs, the relationship already exists
This is intergenerational wealth management done right.
Where client protection creates the foundation for next-generation relationships.
What Our Partners Say
With 43 years in IT, I'm impressed with the range of protection from one solution.
I'm not very savvy on technology but with the way things are going I'm online all the time. Having SENGUARD gives me peace of mind.
I worry about my mum & dad online. They are switched on but scams these days are so convincing. Giving them SENGUARD allows me to keep them safe without medling.
