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Gary's blog archive

2020 (2)
Gary Linieres

Gary Linieres

CEO & Co-founder at Wealth Dynamix
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Bio Leading an awesome team of experts to build and deliver client lifecycle management solutions to the global wealth and asset management and private banking market, enabling them to grow AuM, streamline operational processes, stay compliant and provide a tailored and innovative service. Career History Gary Linieres has over 20 years experience in the financial technology sector, encompassing sales, sales management and general management roles in software vendors around the world. Gary started his career as a European sales executive for Microbank software. After 7 years, Gary concluded his career at Microbank running the continental European business based in Paris before the company was successfully sold to SunGard. Following Microbank Gary held several senior sales management and directorships at Netik, Reuters and DSTi before finally becoming Managing Director of Financial Objects Wealth Management Division. Prior to Wealth Dynamix, Gary cofounded Third Financial Software in 2007 and in 2012 sold his stake in TFS to start his own venture.


Capital Markets Technology

Beyond onboarding: pitfalls and potential during a pandemic

30 Jul 2020

Coming into 2020, many wealth management firms were beginning to realise that their continued focus on the digital transformation of onboarding, at the expense of other wraparound processes, was putting their business at risk. In January we released an e-book my colleague spoke to them about the need to see client lifecycle management (CLM) for wh...

Trends in Financial Services

Managing Portfolios in a Pandemic: Why Intelligent Automation Matters Most

14 May 2020

In January, when I asked the Wealth Dynamix leadership team to pick one piece of advice they would offer to a wealth manager looking to achieve differentiation in 2020, we had no idea that within weeks our world would be turned upside down by a pandemic as voracious as COVID-19. In hindsight, the quote I referenced at that time from Jim Marous, Ed...