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.

Share

Wealth Dynamix appoints new Chief Strategy Officer to support the company’s acceleration as a leading provider of Client Lifecycle Management solutions in the WealthTech sector.

Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms. These span all stages of the client lifecycle from engaging with prospects, through onboarding and managing of clients via a 360-degree, consolidated view of all client data, activity and actions. The platform is designed to boost operating efficiencies and grow revenue whilst enriching the client experience and enabling a significantly higher degree of client insight and due diligence.

Robert Roome has 20 years of experience in the Wealth Management and Private Banking Industries, within technology, wealth management and management consulting firms. He has previously worked with Wealth Dynamix, as well as at firms such as Barclays and RBS, and most recently within the wealth management & private banking practice at management consultancy Sionic. This breadth of experience makes him uniquely positioned to support the acceleration of business, technology and people performance.

In this newly-created role, Robert will be responsible for helping to increase the growth of Wealth Dynamix and its position as the leading provider of Client Lifecycle Management solutions for the industry  He will report into Gary Linieres, CEO of Wealth Dynamix and will sit on the company’s Executive Committee.

Commenting on the appointment, Gary said: “I am delighted that Robert has joined Wealth Dynamix, particularly at this point in the company’s history when last month we welcomed Indosuez Wealth Management as a majority shareholder, whose backing will support our accelerated development whilst allowing us to maintain our independence and agility.  The group’s strength will allow us to better service our current and future clients, accelerate the evolution of our products and ultimately provide us greater opportunity for growth in key regions such as the EU and APAC.

“Our sole focus on private banking and wealth management makes us the top choice for firms wanting to reinvigorate cost income ratios while improving customer experiences and which sees us playing a crucial role in the future of the wealth management sector.”

Robert commented that it was “Great to be joining the team at Wealth Dynamix at this exciting time, with the wealth industry facing a real inflexion point, through rapidly changing client expectations, a shifting regulatory landscape, and technological advancements.”

LATEST INSIGHTS

How can wealth managers leverage data to drive relevance?

27 February 2024

How can wealth managers leverage data to drive relevance?

Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.

4 min. read

The compliance advantages of hybrid servicing

24 February 2024

The compliance advantages of hybrid servicing

There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.

3 min. read

Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

3 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding