Glossary

Wealth Management Terms

Wealth Management and WealthTech is a constantly changing landscape. It can be hard to keep up. Our handy glossary has been designed to help you get to grips with some of the words and terms you might come across – with short, straight-forward definitions. We hope you find it useful.

Vulnerable Client

What is a vulnerable client? A vulnerable client in relation to wealth management is described as being more susceptible to financial exploitation or having more difficulty making informed decisions regarding their finances, often requiring extra care and protection.

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Mark Perkins

Chief Technology Officer

As Chief Technology Officer at Wealth Dynamix, Mark is responsible for the company’s technology strategy and the teams that deliver it, from architecture through to execution. With over 16 years’ experience in financial services technology, Mark has led complex transformation programmes across capital markets, with particular depth in cloud transformation, SaaS and trading and risk platforms.

Prior to joining Wealth Dynamix in 2026, Mark ran the financial services SaaS solutions business at DXC Technology, partnering with leading software providers across capital markets, fund administration and open banking to build and operate SaaS platforms. Earlier in his career, while living in Australia, he helped to significantly grow the technical consulting team at Luxoft, delivering numerous cloud and risk platform modernisation initiatives, before running market risk technology for ANZ Bank. Mark brings this breadth of platform and transformation experience to Wealth Dynamix’s technology strategy and clients.

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