Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
Browse by type
3 March 2023
Wealth Dynamix appoints new Chief Strategy Officer
Robert Roome has 20 years of experience in the Wealth Management (WM) and Private Banking Industries, within technology, wealth management and management consulting firms.
3 min. read
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
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