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LATEST INSIGHTS
19 November 2025
Indosuez Wealth Management announces the acquisition of Wealth Dynamix and appoints Romain Jérome as Chief Executive Officer
Wealth Dynamix is now fully acquired by Indosuez Wealth Management and appoints Romain Jérome as CEO, accelerating global growth and digital innovation.
3 min. read
30 October 2025
Wealth Dynamix: The platform transforming the world of Wealth Managers
In an interview with BFM Business, François de Lescure, Chief Revenue Officer at Wealth Dynamix, explains how the platform is reshaping wealth management by simplifying the client journey while strengthening compliance and security.
5 min. read
25 October 2025
The future of onboarding: Embracing a holistic client lifecycle management approach
Discover how a holistic Client Lifecycle Management (CLM) approach transforms onboarding in wealth management—boosting efficiency, ensuring compliance, and elevating the client experience through integrated, digital-first solutions.
5 min. read