London-based investment manager goes live with full modular suite to enhance personalised service and operational efficiency.
London, United Kingdom — 27 January 2026 — Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, is pleased to announce that Fiske plc (“Fiske”), one of London’s few remaining independent stockbroking and investment management firms, has successfully gone live with CLMi, the firm’s rapid-deploy SaaS platform.
The go-live, completed in December 2025, represents a significant milestone for Wealth Dynamix. Fiske is the second major client to go live via the strategic integration with Third Financial (TFS), further solidifying the partnership between the two technology leaders and providing a proven, turnkey solution for other firms within the TFS ecosystem.
Elevating the human touch through digital transformation
Established in 1973, Fiske manages or advises on approximately £880 million in client assets. The firm is renowned for its highly personalised service, where deep, longstanding knowledge of client affairs forms the bedrock of every relationship. By adopting CLMi, Fiske is leveraging technology to protect and enhance this “human-first” approach.
Fiske has implemented the full breadth of the CLMi modular suite, including:
- Engage: To streamline prospecting and initial client interactions.
- Onboard: To accelerate digital onboarding with banking-grade security.
- Manage: To provide a single source of truth for ongoing relationship management.
- Self-Service Portal: To empower clients and external partners with secure, self-service access to data and documents.
The implementation features a comprehensive suite of integrations, connecting CLMi seamlessly with Third Financial (TFS), SharePoint, SmartSearch, and DocuSign. This “ultra-connected” ecosystem eliminates manual data entry and fragmented workflows, allowing Fiske’s Investment Managers to focus more time on tailoring portfolios to client objectives.
A testament to strategic collaboration
“We are delighted to welcome Fiske plc to the Wealth Dynamix community,” said Romain Jérome, CEO of Wealth Dynamix. “Fiske is a highly respected name in the City, and their decision to partner with us underscores the value of our SaaS-based CLMi solution. This go-live is particularly significant as it strengthens our position alongside Third Financial, proving that our integrated offering is the gold standard for wealth managers seeking rapid deployment without compromising on sophistication or compliance.”
“For Fiske, investment management has always been about the personal connection,” said Ian Clogg, COO at Fiske plc “In an evolving regulatory and digital landscape, we needed a partner that understood our heritage while providing the tools to modernise our operations. CLMi, with its built-in integrations like Third Financial and DocuSign, allows us to maintain our hallmarks of steady performance and bespoke service while ensuring our internal processes are as efficient and secure as possible.”
The future of rapid-start CLM
CLMi is designed as a “quick start” solution, utilising leading cloud technologies and embedded best practices to allow wealth managers to realise business value in the shortest possible timeframe. With no upfront infrastructure costs and a continually evolving feature set, it offers a low total cost of ownership for firms looking to stay ahead of regulatory requirements, such as the FCA’s Consumer Duty.
This successful deployment marks the beginning of an exciting period of growth for Wealth Dynamix, with several further go-lives scheduled for 2026.
About Fiske plc
Established in 1973, Fiske plc is one of the few remaining independent stockbroking and investment management firms in London. They provide a range of services to private investors, trustees, charities, pension funds and institutional clients, managing or advising on assets totalling approximately £880 million. At Fiske, investment management remains a highly personalised service, tailoring each portfolio to a client’s personal objectives and risk profile to create wealth over time.
About Wealth Dynamix
Founded in 2012, Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) solutions for private banks and wealth managers. Our CLMi solution is a revolutionary, SaaS-based product designed for rapid adoption, helping firms automate and streamline critical processes from onboarding and KYC/AML to relationship management and reporting. Wealth Dynamix is a trusted partner to some of the world’s leading financial institutions, helping them transform their businesses, meet regulatory requirements, and deliver exceptional client experiences. Wealth Dynamix is part of Indosuez Wealth Management, the global wealth management brand of Crédit Agricole Group, the world’s 10th largest bank (The Banker, 2025).
