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.
LATEST INSIGHTS
22 November 2022
TWM Swiss WealthTech Landscape Report 2022
Is your firm well equipped to adapt to the growing trend of External Asset Managers? Across Europe, the rise of the EAM is a trend that couples huge potential gains but adds complexity for banks and wealth management firms. Without a CLM you could be missing out on a bridge to increased revenues and reduced costs.
3 min. read
3 November 2022
Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)
We are delighted to introduce two new faces here at Wealth Dynamix - Darell Miller as Managing Director APAC, and Urs Christian Eugster-Schnell as Commercial Director Europe (DACH).
3 min. read
27 October 2022
Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification
Wealth Dynamix, specialists in Client Relationship Management (CRM) and Client Lifecycle Management (CLM) for the wealth and private banking industry, has been awarded BS EN ISO/IEC 27001:2017 certification.
3 min. read
