Wealth Dynamix Appoints New Sales Manager Steve D'Souza

Wealth Dynamix, a leading provider of client lifecycle management platforms for private banks and wealth management firms, has announced the appointment of Steve D’Souza as Sales Manager. In this role, Steve will lead and further develop business opportunities in the UK, USA, Canada, Middle East, South Africa, and Scandinavia. 

Commenting on the appointment, Gary Linieres, CEO of Wealth Dynamix, said, “We are delighted to welcome Steve to our team at this exciting time for the company. His appointment reflects the increasing momentum that Wealth Dynamix has experienced since announcing Indosuez as a majority shareholder, with new partnerships and enhanced capabilities allowing us to further support wealth managers and private banks.” 

Gary continued; “Steve’s extensive experience in senior positions in the wealth management and private banking software industry – most recently with Iress, where he played a key role leading business development in the UK market – makes him uniquely positioned to support our growth ambitions in key regions and markets – in particular, building on partnership opportunities and our relationships with small to medium wealth management and Discretionary Fund Managers (DFMs) in the UK.” 

Steve D’Souza commented on his appointment, “It’s great to be re-joining the team at Wealth Dynamix at this exciting time, with the wealth industry facing a real inflection point through rapidly changing client expectations. Wealth Dynamix is uniquely positioned as an established player with a decade of experience in the deployment of global wealth management solutions for private bankers and wealth managers and I look forward to seeing how we bring these new products and capabilities to a new market.”