About us

Transform your organisation today with tomorrow’s technology

Our Client Lifecycle Management solution is changing the game for wealth management firms of all sizes across the globe.

Our story

About Wealth Dynamix

We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard, and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant, and deliver innovative service.

Established in 2012, we are now part of Indosuez Wealth Management within the Crédit Agricole Group, providing us with scale and stability. We operate globally from our UK Headquarters, with offices in France, Switzerland, Singapore and Lithuania. 

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

Delivering more than just client relationship management

We create modular Client Lifecycle Management (CLM) solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management and the ongoing transfer of wealth to the next generation.

We work with you

We work with existing technology architectures – or develop new ones – to support the broadest range of firms, from 10-person boutique investment managers and multi-family offices to global wealth managers and private banks. Our industry experts partner with your staff – from technology to the front office, from compliance to operations – to ensure the right fit for your business.

Our team

Wealth Dynamix is much more than a technology provider. We are experts in wealth management. We recognise that to be leaders in wealth-specific CLM technology, we first need to be specialists in the industry. That’s why, when you work with Wealth Dynamix, you will be speaking to those who understand your business, your challenges, and your vision. 

Our staff base brings together executive-level experience – from well-known financial institutions, to ex-private bankers and those with a background in change management. When we say we’ve walked in your shoes, we mean it. Combine that with people who have worked at some of the best-known consultancies and our technical know-how, and we can say with confidence that we don’t think you will find a more complete partner to help your business achieve its goals.

Our values:

Our mission

To digitally empower the wealth management and private banking industry to provide exceptional client experiences to a broad clientele while ensuring cost-effectiveness and scalability.

Our vision

To use intelligent technology to free wealth management and private banking staff from any administrative burden, allowing them to focus on proactively providing appropriate advice and human empathy to a broad range of clients.

Our vision is to use intelligent technology to free wealth management and private banking staff from any administrative burden, while enriching them with valuable insights, allowing them to focus on proactively providing appropriate advice and human empathy to a broad range of clients across the client lifecycle journey.

eBook: 10 Reasons to Choose Wealth Dynamix​

As we celebrate 10 years supporting wealth and asset management firms, we lay out how you can win with Wealth Dynamix starting with these 10 reasons.

The front cover of Wealth Dynamix's "10 Reasons to Choose Wealth Dynamix" ebook shown on a tablet screen

Awards

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

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
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Brent Randall

Co-Founder and Director
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Natalie Levine

Chief Operating Officer
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Lise-Marie Adamoff-Lescroël

Chief Financial Officer
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Dominic Snell

Chief Product Officer
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Francois De Lescure

Chief Revenue Officer
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Robert Roome

Chief Strategy Officer
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Johnny Beloe

Director of Pre-Sales
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Cedric Neuville

Director of Pre-sales and Consulting Europe
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David Backx

Director of Pre-sales and Implementations
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Darell Miller

Managing Director – APAC
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Steve D'Souza

Director of Direct Sales
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Ben Altimira

Director of Operations & Change
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Agustin Collazo

Head of Strategic Client Relationships
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Juan Stoppa

Head of Development
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Travis Morgans

Head of Consultants
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Our Offices

LONDON (HQ)

UNITED KINGDOM

Broadwalk House,
5 Appold Street
London, EC2A 2DA

PARIS

FRANCE

50 rue la Boétie, 75008 Paris


SINGAPORE

SINGAPORE

20W Pasir Panjang Road, Mapletree Business City,
Singapore 117439

GENEVA

SWITZERLAND

Quai de I’lle 13, 1204
Geneva

ZURICH

SWITZERLAND

Bleicherweg 10, 8002
Zurich

VILNIUS

LITHUANIA

Konstitucijos pr. 7
Vilnius 09307

LATEST INSIGHTS

Achieving profitability at scale: the potential for AI

17 April 2024

Achieving profitability at scale: the potential for AI

We delve into the use of AI technology in wealth management. Far from belonging to a far-distant future, it is here and growing more intelligent by the day.

5 min. read

Empowering client-facing relationship managers and advisors: Perspectives from Wealth Dynamix’s APAC head

2 April 2024

Empowering client-facing relationship managers and advisors: Perspectives from Wealth Dynamix’s APAC head

Hubbis recently hosted a digital dialogue focusing on the application of the latest digital solutions for the Relationship Managers and advisory in the world of Asian wealth management, as technology revolutionises the offerings and efficiencies across the broad wealth management community in the region.

5 min. read

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

21 March 2024

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.

3 min. read

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.

Natalie Levine

Chief Operating Officer

Chief Operating Officer at Wealth Dynamix, Natalie is responsible for the strategic direction and management of operations across the business.

An investment management technology 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 Group plc a leading quoted private assets growth investor. She joined Bridgepoint following an 18-year tenure at Quilter Cheviot where she was Head of Technology, responsible for the management of the company’s technology operations and the implementation of new IT systems and policies.

Natalie has recently been recognised in The Top 25 Women Leaders in Financial Technology of Europe for 2023.

Lise-Marie Adamoff-Lescroël

Chief Financial Officer

Lise-Marie is the Chief Financial Officer and an ExCo member at Wealth Dynamix.

She began her career in Singapore with BNP Paribas CIB in structured finance. In 2007, she joined the Crédit Agricole Group, first at Crédit Agricole Leasing & Factoring as a development officer. In 2013, she joined Indosuez’s Finance Division as Head of Corporate Development, assisting entities in France and abroad with their business acquisitions, creations and mergers.

Lise-Marie holds a Master’s degree in Finance and Taxation from Université Paris IX Dauphine.

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.

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.

Robert Roome

Chief Strategy Officer

Robert Roome has 20 years of experience in the Wealth Management and Private Banking Industries, within technology, wealth management and management consulting firms.

He has previously worked with Wealth Dynamix, as well as at firms such as Barclays and RBS, and most recently within the wealth management & private banking practice at management consultancy, Sionic.

This breadth of experience makes him uniquely positioned to support the acceleration of business, technology and people performance.

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.

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.

Steve D’Souza

Sales Manager

Steve has joined Wealth Dynamix in May 2023 to lead and further develop the business in the UK, USA, Middle East, South Africa and Scandinavia.
 
His career has spanned 40 years of which 20 have been selling Wealth Management solutions globally. He started his journey with Unisys for whom he worked for 15 years, moving from programmer through to Global Account Manager.
 
His roles in Wealth Management included Global Head of Wealth for Fenergo; as well as Head of UK Sales for FNZ, Odyssey, Iress, Babel Systems. Steve also worked for 4 years with WDX in the early years of the company.
 
Steve brings an extensive network across the Wealth Management space, and a deep understanding of the impact and implications of adopting new technologies in a regulated market.
 
Steve has an MBA from Bayes Business School, and a BSc in Statistics and Computing from City University – and was awarded Salesperson of the year in the City in 2012.
 

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).

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.

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.

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.  

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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.

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.

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