About us

Client Lifecycle Management Experts

Trusted digital client lifecycle management provider to the world’s most respected private banks, wealth and asset managers

Our story

Market leading provider of Client Lifecycle Management platforms

In 2012 we recognised that wealth managers faced three key challenges, which remain today. There is too much friction and inefficiency throughout the CLM process, compliance is a major hurdle and digitising the client experience and service is a marathon not a sprint.

“Wealth Dynamix was borne out of my passion for wealth management and frustration that the client was being poorly served,” says Gary Linieres, Co-founder and CEO. “My mission was to solve a myriad of client management issues with technology, to significantly enrich the client experience rather than focusing on servicing accounts and portfolios.”

We take great pride in knowing that no other vendor can offer one unified platform spanning the entire client journey, and therefore able to orchestrate journeys throughout the client lifecycle. Our sole focus on wealth management and private banking makes us the top choice for firms wanting to achieve process efficiencies, enrich client service and ensure compliance.

We will help you grow AuM, streamline operational processes, remain compliant and deliver innovative service.

Awards

We’re prolific award winners across all parts of the globe, here are some of our latest wins:

Why Wealth Dynamix

Learn about the 10 Reasons to partner with Wealth Dynamix

Company Timeline

Our History

Read through our timeline to see key turning points in our company’s history.

2012

Industry changes post 2008 financial crisis. MiFiD rules around client suitability drive adoption of technology in the industry. Wealth Dynamix is founded by Gary Linieres and Brent Randall.

2013

First delivery of the world’s first CRM built for wealth managers.

2015

Regulations drive wealth managers to prioritise CRM and empower the front office.

2016

Extended CRM capabilities to include client acquisition and onboarding.

2017

Relaunched WDX1 as a full Client Lifecycle Management (CLM) solution – covering the end-to-end client journey.

2018

Enhanced user experience including the introduction of a holistic 360 degree client view to increase front office adoption.

2019

Global expansion with delivery of WDX1 in Europe, Asia Pacific and United States of America. Wealth Dynamix brings CLMi to the market.

2020

Global pandemic acts as a catalyst for new ways of working digitally.

2021

Wealth Dynamix brings CLMi to the market.

2022

We’re celebrating 10 years supporting wealth and asset management firms tackling challenges such as growing compliance requirements, increasing client expectations, broader asset classes and the looming intergenerational wealth transfer.​

Our people

Our Management team

Introducing one of the most experienced WealthTech management teams, with over 250 years of technology and industry know-how.

Gary Linieres

Co-founder and CEO
Find out more

Brent Randall

Co-founder and CFO
Find out more

Dominic Snell

Chief Product Officer
Find out more

Natalie Levine

Chief Operating Officer
Find out more

Francois De Lescure

Chief Revenue Officer
Find out more

William Rouse

Commercial Director UK MEA
Find out more

Johnny Beloe

Director of Pre-Sales
Find out more

Cedric Neuville

Director of Pre-sales and Consulting Europe
Find out more

David Backx

Director of Pre-sales and Implementations
Find out more

Ben Altmira

Director of Operations & Change
Find out more

Juan Stoppa

Head of Development
Find out more

Agustin Collazo

Head of Strategic Client Relationships
Find out more

Joanne Donoghue

Chief Marketing Officer
Find out more

Travis Morgans

Head of Consultants

Darell Miller

Managing Director – APAC
Find out more

Urs Christian Eugster-Schnell

Commercial Director Europe - DACH
Find out more

GET THE E-BOOK
10 Reasons to Choose Wealth Dynamix

Gary Linieres

Co-founder and CEO

With a lifetime career in wealth management, beginning in front office sales more than 25 years ago, Gary is recognised as a highly successful, award-winning executive and serial entrepreneur.

Currently CEO at Wealth Dynamix, one of Europe’s fastest growing WealthTech firms which he founded in 2012, Gary has pioneered a new approach to Client Lifecycle Management (CLM) and built solutions suited to both enterprise-scale and mid-size financial institutions.

In his early career Gary excelled in a wide variety of FinTech sales management and executive roles in the UK, Switzerland and France.

Following his tenure as Managing Director at Financial Objects, which saw revenues grow by more than 300% on his watch, Gary founded and subsequently exited from Third Financial Software after it became a leading front office technology provider.

Brent Randall

Co-founder and CFO

A wealth and investment management industry expert, Brent has more than 25 years of experience in developing front to back software solutions that address sector-specific operational and compliance challenges.

Prior to co-founding Wealth Dynamix in 2012, he was a Director at Third Financial Software, where he drove product development.

Previously, he led business development and product strategy for the wealth management division of Financial Objects.

Brent spent 13 years at DST (now SS&C) until 2007, where he was Associate Director responsible for the global product strategy of institutional front office and wealth management solutions.

He graduated from Downing College, Cambridge, with an honours degree in Geography.

Dominic Snell

Chief Product Officer

An experienced and accomplished specialist in CRM technology and wealth management, Dominic is responsible for defining and leading the product roadmap for Client Lifecycle Management (CLM) solutions at Wealth Dynamix. Experienced in SaaS strategy definition, Dominic formulated the development and launch plan for the firm’s cloud-based CLMi solution.

Prior to joining Wealth Dynamix in 2014, Dominic held senior positions in both RBS and Barclays Wealth and Investment Management, where he was responsible for leading enterprise-scale CRM implementation projects.

With more than 15 years wealth management and WealthTech experience he has vast expertise and insights into best practice CRM and CLM execution.

Natalie Levine

Chief Operating Officer

Currently Chief Operating Officer and Board Member at Wealth Dynamix, Natalie is responsible for the strategic direction of operations across the business. A wealth and investment management industry expert, with more than 25 years experience delivering large-scale technology projects, Natalie plays a pivotal role in ensuring the efficient running of the firm and meeting key business goals.

Prior to joining Wealth Dynamix in 2019, Natalie was Head of Technology at Bridgepoint Advisers, a UK-based private equity investment firm. She joined Bridgepoint following an 18-year tenure at Quilter Cheviot, where she was Head of Technology responsible for Operations and execution of the firm’s business plan.

Francois De Lescure

Chief Revenue Officer

François joined Wealth Dynamix in 2020 to grow the company’s presence in France and further extend business operations across Europe and has since been designated Chief Revenue Officer, a member of the board. 

Having closed several flagship deals for the company across Europe and Switzerland, today his role encompasses responsibility for new and existing revenues, recruiting, structuring and managing the sales team, plus owning the business forecast and reseller channels.

Previously, François served as Chief Sales and Marketing Officer, Executive Committee member and investor at DreamQuark, an Artificial Intelligence software startup. At DreamQuark, he secured the firm’s first recurring revenues with Tier-1 banks and insurance companies, won the Fintech of the Year award and enabled A and B level fundraising. Before that François spent almost 10 years at Nokia Networks, leading European Sales for Analytics Software.

François has an MBA awarded by INSEAD and an engineering degree from the École Centrale de Nantes.

William Rouse

Commercial Director UK MEA

William’s commercial expertise in connecting technology to solve wealth management business challenges was borne out of his early career as a stockbroker, followed by a variety of Client Relationship Management and Sales roles in asset management and banking.

Having experienced first-hand the challenges of doing the job, William recognises that an unwavering focus on client service is required to build progressive and mutually beneficial partnerships in FOR the longer term. Having gained further experience working for financial technology service providers including Calastone and Contemi, he has the specialist expertise needed to identify how to leverage technology to help wealth managers connect more effectively with their clients, and become more efficient, transparent and dependable.

In addition to his role as Commercial Director at Wealth Dynamix, responsible for new business development in the UK, US and Middle East, William sits on the board of the Securities Investment Management Association (SIMA) where he is actively involved in exploring industry trends and challenges.

Johnny Beloe

Director of Pre-Sales

As Director of Pre-Sales, Johnny is responsible for maintaining the firm’s pre-sales policies, methodologies and resourcing. He is also leads some of WDX’s largest pre-sales analysis exercises, conducted for a wider variety of financial services firms spanning multiple jurisdictions.

Continual engagement with existing and prospective clients helps to inform the WDX1 product strategy, roadmap and pricing.

Johnny has spent his whole career in financial technology in various consultancy and
pre-sales roles. His expertise covers the full stack of systems required by leading Private Banks and Wealth Managers, encompassing core banking solutions, portfolio management solutions, Client Lifecycle Management (CLM) solutions and more.

Cedric Neuville

Director of Pre-sales and Consulting Europe

Since joining Wealth Dynamix in 2019, Cédric has worked closely with clients to ensure that the WDX and CLMi solutions are deployed efficiently and effectively.

In a career spanning more than 25 years, Cédric has become an accomplished business and global project management leader covering both technology and financial markets sectors. Having held various roles in private banking (front, middle and back office) and brokerages, in both functional and technical roles, Cédric has led many projects including client onboarding implementations and KYC reviews, regulatory compliance projects (including PSD2, MIFID2/PRIIPS, GDPR, CRS, Rubik) and digital transformation projects (online and mobile design and implementation).

Cédric has vast experience building and managing international project teams, having created three offshore teams in Tunisia and India, managed a 70-employee company as Deputy CEO and a startup Fintech founded to create smartphone apps.

David Backx

Director of Pre-sales and Implementations

When David joined Wealth Dynamix in 2015 he brought with him a vast amount of experience delivering large-scale Microsoft Dynamics CRM projects. As a Senior Business Analyst at Royal Bank of Scotland David managed deployments with more than 2000 users, for both Business and Commercial Banking, as well as working on key AML initiatives for RBS International. In his current role at Wealth Dynamix David supports the growth and strategic direction of client implementations in Europe. Wealth Dynamix leverages David’s product expertise to shape the product roadmap and ensure that the firm delivers solutions with the right capabilities, that will be enthusiastically adopted, by all customers.

Prior to his involvement in the wealth management sector, David worked as a waste management contracts manager, working with Multi Services Kent to ensure effective waste clearance and re-use at the 2012 London Olympics.

Ben Altmira

Director of Operations & Change

An internationally experienced change management professional, Ben is responsible for overseeing projects both internally, and for clients.

In a career spanning more than 20 years in global banking, finance and management consulting, Ben has led strategy formulation, project planning, change management adoption, business networking consultation and transformational change projects at Fortis Investments, Barclays Wealth and Investment Management and Verisure Securitas Direct. Since beginning his career at Deloitte, Ben has also amassed a wealth of experience working on complex CRM system implementations, and is a PROSCI-certified Change Practitioner and a Certified Scrum Master (Scrum Alliance).

Juan Stoppa

Head of Development

Juan has over 20 years’ experience developing and implementing CRM solutions and has spent the last 10 focusing primarily on the Client Lifecycle Management (CLM) in the Wealth Management industry.

Currently Head of Development, Juan is responsible on overseeing the technical direction of the product.

Before joining Wealth Dynamix, Juan has worked for Barclays, Fujitsu and Ciber delivering large scale CRM projects in the financial services industry.

Juan has a first degree in Telecommunication Engineering from Universidad Blas Pascal and a MSc in Business Information Technology from London South Bank University.

Agustin Collazo

Head of Strategic Client Relationships

Agustin joined Wealth Dynamix over six years ago bringing a wealth of experience in change management.

Having experienced first-hand the challenges of managing clients through change, Agu now brings that expertise to Wealth Management firms looking to leverage technology in order to help them connect more effectively with their clients.

Agu has a deep technical knowledge of our solutions that allows him to deliver our products effectively, unlocking the full potential of every feature.

As our Head of Strategic Client Relationships, Agu’s specialist expertise supports firms to become more efficient, transparent and dependable using our CLM solutions.

Joanne Donoghue

Chief Marketing Officer

An experienced, tenacious marketer, Jo joined the Wealth Dynamix team in 2021 as Head of Marketing and quickly rose to the position of Chief Marketing Officer. A Brand and Marketing specialist with a proven track record in BRB and B2C communications, Jo combines a customer-centred approach with strategic thinking.

Having held senior Marketing positions in numerous FTSE 100 businesses, including Asda Stores Ltd, The Co-operative Retail Group, plus financial services brands MBNA, OneFamily, TransUnion, The Co-operative Group, she possesses a wealth of experience in the fields of finance and technology.

Jo is passionate about activating the Wealth Dynamix brand across every channel, taking a holistic marketing approach to drive consistency, salience and thought-leadership activity.

Travis Morgans

Head of Consultants

Travis combines 15 years of software delivery, business modelling and leadership experience with a passion for transforming business needs into effective digital solutions. Before joining Wealth Dynamix in March 2018, Travis led Operations for Nikon – a role which incorporated CRM product ownership responsibility and initiated over 10 years of MS Dynamics experience, from 2011 to Dynamics 365​.

 Since joining the Wealth Dynamix team, Travis has been instrumental in designing and delivering some of our most strategic WDX1 projects. Leading the consulting team for WDX1, he is responsible for their recruitment and development. The team’s complex remit supports a fundamental aim – to ensure Wealth Dynamix delivers the best client experience. ​Travis is also responsible for ensuring the WDX1 product is designed and evolved in the most adaptable way possible to drive adoption across our client base, existing and future.  

Darell Miller

Managing Director – APAC

Darell Miller is Managing Director, APAC based in Singapore. He has a huge breadth of experience in FinTech for over 25 years, bringing innovative solutions to financial markets, helping clients exceed their goals, and building great sales and account management teams.

Darrell’s experience crosses a wide breadth of the financial markets in firms like UBS, Refinitiv, ICE Data Services, DTCC, RIMES and AQMetrics. In his last three roles he has focused on Regtech solutions in the fields of KYC, trade surveillance, benchmarks, and regulatory risk & reporting.

Darell holds a Law Degree from the University of Sheffield in the UK and combines this understanding with a deep interest in financial markets, structures, and institutions.  Prior to joining the financial world Darell served as an infantry officer in the Royal Regiment of Fusiliers, including active service in the Gulf War.

When not working or walking his dog, Darell would wish to be either on the waves or in the mountains.  Skiing has been a passion since his teenage years and has taken him from slalom and downhill racing in the Army, to off-piste and ski touring.  Surfing is something he has taken up much more recently and mainly comprises trying to look elegant whilst falling over.

Urs Christian Eugster-Schnell

Commercial Director Europe – DACH

Urs joined Wealth Dynamix to lead and further develop the business in Austria, Germany and Switzerland and bring in his sales expertise from Avaloq, Finastra and Temenos.

He started his career 20 years ago working for IBM Business Consulting Services working on several implementation projects and evaluation initiatives in the banking industry in both private wealth and retail. 

The last ten years Urs was a key contributor to Temenos’ story in DACH and Eastern Europe region, contributing and leading large and complex deals. In his last role, he led the strategic accounts in DACH and Eastern Europe. He is a recognized leader in the banking software sales market and based in Zurich, Switzerland.

In addition to his role as Executive Sales Advisor at Wealth Dynamix, responsible for new business development in Austria, Germany and Switzerland, Urs is member of several boards of directors.

Urs gained a Master in Business Administration from University of St. Gallen (HSG).

Sign up to our Newsletter

Gabriel Chan

Head of Sales – APAC

An accomplished, results-driven sales and marketing professional, Gabriel has held sales and marketing leadership positions in Singapore and China at some of the world’s most successful and respected global technology enterprises.

During more than 20 years spent at IBM, Sun Microsystems and Microsoft, Gabriel developed and implemented sales and channel strategies to support strategic business objectives.

His specialism is growing and extending sales territories to grow revenues and increase market share.

GET THE BROCHURE
Client Onboarding