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Portbury Wealth Management Builds Dedicated IT Environment to Strengthen Security Posture

By Networks Journal Team · 16 August 2026

Portbury Wealth Management moved off shared IT infrastructure onto its own dedicated Microsoft 365 tenant and Azure Virtual Desktop environment to meet strict industry security standards.

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Portbury Wealth Management, a Principal Partner Practice of St. James’s Place serving high net worth individuals, previously shared its IT infrastructure with another firm, with internal line-of-business applications accessed remotely via VPN. In 2023, Portbury engaged Chalkline to build its own dedicated IT environment, aiming to increase its security posture, simplify its systems and lay a stronger foundation for future growth.

Lucy Moscrop, Operations Manager at Portbury, explained why the firm returned to a provider it already knew. “We had worked with Chalkline before and knew them to be professional, proactive and diligent. As a business that is both multi layered and required to meet strict industry guidelines for IT security, it was essential to have a partner we could trust.”

Chalkline built Portbury a brand new Microsoft 365 tenant with Business Premium licensing and an Azure Virtual Desktop instance that provides secure, simple remote access without needing a VPN client, all wrapped in Chalkline’s managed services. Alongside this, Chalkline provided managed connectivity with leased line and 5G backup, Microsoft Teams telephony, security services through its Security Bundle, Exclaimer email signatures, cloud backup and full IT procurement.

Lucy said the finished environment met the firm’s expectations. “Chalkline delivered exactly what we needed and we would not hesitate to recommend them. They are a great team and a pleasure to work with.”

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