Wealth Dynamix
Our offices
We have local offices across the globe in financial capitals such as London, Paris, Geneva, Zurich 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 2023
Operating your Client Lifecycle Management solution from the Cloud
Cloud technology can secure diverse benefits for wealth management firms seeking greater efficiency and improved cost-to-income ratios. Read on for ways to safeguard the success of your migration.
5 min. read
16 November 2023
Build vs buy? The CLM expert’s view
High-quality client service for HNWIs and UHNWIs is mission-critical for any wealth management firm to prosper, but how do you achieve it? We unravel the long-standing ‘build versus buy’ debate.
5 min. read
14 November 2023
Dear CEO: A direct call to action
Our latest article dives into the FCA's recent mandate for wealth managers and the implications of their statement that supervision will become “more targeted, intrusive and assertive".
3 min. read
