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
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
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
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