Wealth Dynamix, a leading provider of client lifecycle management platforms for private banks and wealth management firms, has announced the appointment of Steve D’Souza as Sales Manager. In this role, Steve will lead and further develop business opportunities in the UK, USA, Canada, Middle East, South Africa, and Scandinavia.
Commenting on the appointment, Gary Linieres, CEO of Wealth Dynamix, said, “We are delighted to welcome Steve to our team at this exciting time for the company. His appointment reflects the increasing momentum that Wealth Dynamix has experienced since announcing Indosuez as a majority shareholder, with new partnerships and enhanced capabilities allowing us to further support wealth managers and private banks.”
Gary continued; “Steve’s extensive experience in senior positions in the wealth management and private banking software industry – most recently with Iress, where he played a key role leading business development in the UK market – makes him uniquely positioned to support our growth ambitions in key regions and markets – in particular, building on partnership opportunities and our relationships with small to medium wealth management and Discretionary Fund Managers (DFMs) in the UK.”
Steve D’Souza commented on his appointment, “It’s great to be re-joining the team at Wealth Dynamix at this exciting time, with the wealth industry facing a real inflection point through rapidly changing client expectations. Wealth Dynamix is uniquely positioned as an established player with a decade of experience in the deployment of global wealth management solutions for private bankers and wealth managers and I look forward to seeing how we bring these new products and capabilities to a new market.”
About Steve D’Souza
About Wealth Dynamix
Wealth Dynamix operates globally and is committed to providing wealth managers with fully integrated digitalised client lifecycle management solutions which remove friction and inefficiency throughout the lifecycle, embeds compliance and provides the ability to offer a fully hybrid client servicing experience.
Wealth Dynamix enjoyed a fruitful 2022 growing revenues and headcount by 50%, along with new and renewed contracts with Mirabaud and Banco Sabadell (Miami Branch) respectively and now powers four of the best wealth management firms for UHNWIs in the world according to Spears with Rothschild & Co, Mirabaud, Rathbones and Cazenove Capital counted amongst its clients.
Wealth Dynamix’ sole focus on wealth management and private banking makes it the top choice for firms wanting to achieve process efficiencies, enrich client service and ensure compliance. A winner of over 40 global awards since its launch in 2012, Wealth Dynamix has already been recognised for 5 awards this year including WealthBriefing’s Best CRM System (Swiss) and Best CLM System (Americas) 2023, Best CLM (Europe), Best Front Office Solution by Asian Private Banker and Best CLM Solution by the Wealth & Finance Fund awards.
Wealth Dynamix takes great pride in knowing that no other vendor can offer one unified platform spanning the entire client journey and is therefore able to orchestrate journeys throughout the client lifecycle.
Wealth Dynamix is part of the Indosuez Wealth Management group of companies which acquired a majority stake in Wealth Dynamix in January 2023.
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