Wealth Dynamix CEO Gary Linieres Recognised for Exceptional Leadership by CEO Today Magazine

Wealth Dynamix CEO and Co-founder Gary Linieres has been awarded a place in the Technology category of the 2020 CEO Today United Kingdom Awards. Dedicated to recognising exceptional leadership, the CEO Today United Kingdom awards celebrate Britain’s most successful CEO’s and entrepreneurs. “This year’s edition showcases an elite group of individuals and businesses that are pushing the envelope in their according sector – even in the current uncertain times,” said Georgina Cook, Awards Manager at CEO Today Magazine. Gary commented on why he formed the company, “Wealth Dynamix was borne out of my passion for wealth management and frustration that the client was being poorly served. My mission was to solve a myriad of client management issues with technology, to significantly enrich the client experience rather than focusing on servicing accounts and portfolios. Client success and independent validation are two of our greatest achievements.” CEO Today Magazine interviewed Gary to find out what he thinks the biggest achievements are for Wealth Dynamix, how client lifecycle management is solving the key industry challenges faced by wealth management and private banking firms, and what sets us apart from our competitors.
Download the article here

Share

Share on email
Share on twitter
Share on linkedin
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

4 August 2021

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"

2 min. read

Wealth Dynamix Selected to Join Mayor’s International Business Programme, an Accelerator Programme That Helps UK Scale-up Firms Go Global

28 June 2021

Wealth Dynamix Selected to Join Mayor’s International Business Programme, an Accelerator Programme That Helps UK Scale-up Firms Go Global

Aided by the support and advice received through the programme, Wealth Dynamix will continue its international expansion.

3 min. read

New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words

10 May 2021

New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words

Relationship managers shared their views on their roles and the barriers that stand in the way of delivering the best client service.

3 min. read

GET THE BROCHURE
Client Onboarding