London, UK – 29 October 2024 – Wealth Dynamix, a leading provider of unified, digital-first Client Lifecycle Management (CLM) solutions, today announced that Picard Angst MEA, an independent financial services provider specialising in structured products, has selected Wealth Dynamix’s CLM platform, CLMi, to streamline its client onboarding process and enhance operational efficiency.

Strengthening Client Relationships in the Middle East

Picard Angst MEA Limited, established in the Dubai International Financial Centre (DIFC) since 2014, caters to institutional investors across the region. By leveraging Wealth Dynamix’s CLM solution, Picard Angst MEA aims to:

• Expedite client onboarding: Wealth Dynamix’s automated workflows and digital forms will significantly reduce onboarding times, allowing Picard Angst MEA to bring on new clients faster and more efficiently.
• Enhance compliance: CLMi’s robust compliance engine ensures adherence to regional regulations, minimising risk and ensuring a smooth onboarding experience.
• Boost advisor productivity: Wealth managers will be empowered to focus on building strong client relationships by eliminating manual tasks associated with onboarding.

A strategic fit for growth

Wealth Dynamix CEO Gary Linieres commented, “We are delighted to welcome Picard Angst as a client. Their commitment to exceptional client service aligns perfectly with our vision. We are confident that CLMi will empower them to achieve their onboarding goals and support their continued growth in the Middle East.”

Michelle Muldoon, COO at Picard Angst added “After searching for a CLM solution that enables us to bring best in practice onboarding processes and procedures, Wealth Dynamix CLMi was the obvious choice. The system accommodates all our needs and requirements to smoothly onboard our clients in a timely manner, making our internal process efficient not only for ourselves but also for our clients. ”

About Picard Angst MEA

Picard Angst MEA Limited is an independent financial services provider, established in 2014. Founded in Switzerland in 2003, they develop and manage their own investment funds and accept individual asset management mandates. The secret to Picard Angst’s long history of success is a unique combination of traditional values, such as independence and reliability, and Swiss strengths, such as expertise and innovation.

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About Wealth Dynamix

Wealth Dynamix is a leading provider of unified, digital-first Client Lifecycle Management (CLM) solutions for Wealth Managers and Private Banks. Wealth Dynamix’s CLM platform, CLMi, empowers wealth management firms to transform their client journeys – from onboarding to ongoing management – through automation, data-driven insights, and a client-centric approach. Wealth Dynamix works with hundreds of clients around the world, helping them to accelerate growth, improve operational efficiency, and deliver exceptional client service.

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