Profile:
With a lifetime career in wealth management, beginning in front office sales more than 25 years ago, Gary is recognized as a highly successful, award-winning executive and serial entrepreneur. Currently CEO at Wealth Dynamix, one of Europe’s fastest growing WealthTech firms which he founded in 2012, Gary has pioneered a new approach to Client Lifecycle Management (CLM) and built solutions suited to both enterprise-scale and mid-size financial institutions. In his early career Gary excelled in a wide variety of FinTech sales management and executive roles in the UK, Switzerland, and France. Following his tenure as Managing Director at Financial Objects, which saw revenues grow by more than 300% on his watch, Gary founded and subsequently exited from Third Financial Software after it became a leading front office technology provider.
Articles
The latest articles from Gary Linieres
Wealth Dynamix CEO & Co-Founder Beats the Global Drum for State-of-the-Art CLM Wealth Dynamix offers a state-of-the-art CLM platform designed to harmonise all phases of the client lifecycle and provide team members across all departments at private banks and wealth firms with access to a consolidated view of all client data, activity, and actions. The ultimate goals are to hel....
September 6, 2022 Gary Linieres of Wealth Dynamix September 6, 2022
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