Wealth Dynamix

Our offices

We have local offices across the globe in financial capitals such as London, Paris, Geneva, Zurich, New York and Singapore

GLOBAL BUSINESS.
LOCAL EXPERTISE.

With offices across three continents and experienced local teams, we combine a truly global perspective with local know-how.

LONDON (HQ)

UNITED KINGDOM

141-145 Curtain Road Shoreditch, London
EC2A 3AR

NEW YORK

UNITED STATES OF AMERICA

41 Flatbush Avenue,
Suite 1, Brooklyn,
NY, 11217

SINGAPORE

SINGAPORE

Asia Square Tower 2,
12 Marina View, #11-01
Singapore 018961

GENEVA

SWITZERLAND

Quai de I’lle 13, 1204
Geneva

ZURICH

SWITZERLAND

Bleicherweg 10, 8002
Zurich

VILNIUS

LITHUANIA

Konstitucijos pr. 7
Vilnius 09307

PARIS

FRANCE

34 rue Laffitte, 75009
Paris

LATEST INSIGHTS

Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks

26 January 2023

Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks

Today, Indosuez Wealth Management acquired 70% of Wealth Dynamics Ltd, a fintech founded in 2012 that provides Client Lifecycle Management solutions to private banks, and wealth management and asset management firms worldwide.

3 min. read

eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

24 January 2023

eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.

3 min. read

E-book: The 7 Deadly Myths of Client Lifecycle Management

10 January 2023

E-book: The 7 Deadly Myths of Client Lifecycle Management

At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.

1 min. read

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NEW - eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.  

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