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We are delighted to annouce that Wealth Dynamix will feature in the inaugural Sunday Times Sage Start-up Track 15, published in The Start-up List 2015 magazine on 15th November 2015, in the Sunday Times digital edition, and on our website from Sunday.
The final listing will be published on our website where there are links to the homepage of each company featured on the league table: www.fasttrack.co.uk
26 November 2025
Discover why first impressions matter in wealth management onboarding. Learn how seamless, tech-savvy onboarding can elevate client experiences and build lasting loyalty.
3 min. read
25 November 2025
Artificial intelligence is reshaping wealth management, but trust remains firmly rooted in human relationships. As clients adopt AI tools at pace, private banks and wealth managers must strike the right balance between automation, personalisation and transparency. This article explores how AI can strengthen, rather than replace, the advisor–client relationship, the foundations required for safe and effective deployment, and the steps firms must take to scale personalised engagement responsibly.
5 min. read
19 November 2025
Wealth Dynamix is now fully acquired by Indosuez Wealth Management and appoints Romain Jérome as CEO, accelerating global growth and digital innovation.
3 min. read