Technology and securityThe financial portal: gateway or trap?
28 Aug 2026
Protect your assets from phishing
A practical guide for private clients.
Phishing has become the most common route to unauthorised access to financial accounts. Even careful, well-informed people are occasionally caught by a convincing message.
Our free guide explains how fraudsters target private investors, what to check before acting on any message that appears to come from your bank or from us, and what to do — and whom to call — in the first hour if something goes wrong. Because your assets are held at your bank and never with Helfenstein Group, we also explain which security measures your bank provides and how to use them.
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How attacks work
The messages, calls and fake sites used against private investors.
What to check
The handful of checks that stop almost every attempt.
Your bank's safeguards
Which protections your custodian bank provides, and how to switch them on.
If something goes wrong
Who to call in the first hour, and in what order.
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