
Private Banker International (PBI), the leading briefing service for the global wealth management industry, has announced the winners of the 2017 Private Banking Switzerland Awards, held in conjunction with the Private Banking: Switzerland Conference at the Marriott Hotel in Zurich.
Wealth Dynamix (WDX) were shortlisted alongside Avaloq and Profile Software for the ‘Outstanding Front-End Digital Solutions Provider’ at the Private Banker International Swiss Awards 2017. Wealth Dynamix were proudly named the winners of this prestigious award in Zurich on 12th December 2017.
Commenting on the firm’s achievement, Matt Aylward, Managing Director of Wealth Dynamix said: “We are absolutely delighted to be recognised for our solution in Switzerland. The team have worked extremely hard to ensure we continue to deliver the highest level of service to our clients globally and this is a true reflection of their hard work.”
The inaugural, Switzerland-focussed Awards, dedicated to celebrate excellence and achievement in the private banking markets across the region, revealed winners across 9 different categories. The winners were carefully selected by an independent judging panel and PBI Editorial team members.
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
23 February 2023
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
10 February 2023
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
25 October 2022
Wealth Dynamix is proud to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022.
2 min. read
Subscribe to Wealth Dynamix Newsletter to receive the best news, insights and thought leadership pieces about Client Lifecycle Management.
Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.