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.
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