Gary Robert Linieres
Director Ejecutivo en Wealth Dynamix Ltd. .
Perfil
Gary Robert Linieres is the founder of Third Financial Software Ltd.
which was founded in 2007.
He is also the founder of Wealth Dynamics Ltd.
Currently, he holds the position of Chief Executive Officer at Wealth Dynamix Ltd.
Cargos activos de Gary Robert Linieres
Empresas | Cargo | Inicio |
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Wealth Dynamix Ltd.
Wealth Dynamix Ltd. Packaged SoftwareTechnology Services Wealth Dynamix Ltd. provides end-to-end intelligent Client Lifecycle Management (CLM) technology platforms to private banks and wealth management firms. Wealth Dynamix is based in Shoreditch, UK, and the CEO of the private company is Gary Robert Linieres. The British company's modular CLM solution covers all client lifecycle steps from engagement to management and re-engagement. Wealth Dynamix's CLM solutions help cut costs, increase process efficiency, and ensure premium client service in wealth management and private banking. The company's CLM solutions also help compliance teams ensure that all documents and data required for compliance are captured and that the right checks are made at the right time. | Director Ejecutivo | - |
Wealth Dynamics Ltd.
Wealth Dynamics Ltd. Packaged SoftwareTechnology Services Part of SAS Rue la Boétie, Wealth Dynamics Ltd. is a British company that provides software development and IT consulting services. The company is based in London, UK. The company was founded in 2012 by Gary Robert Linieres, Brent Randall. Gary Robert Linieres has been the CEO since 2012. Wealth Dynamics was acquired by CA Indosuez Wealth (Asset Management) on January 26, 2023. | Fundador | 01/01/2012 |
Antiguos cargos conocidos de Gary Robert Linieres.
Empresas | Cargo | Fin |
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Third Financial Software Ltd.
Third Financial Software Ltd. Packaged SoftwareTechnology Services Third Financial Software Ltd. provides wealth management software. It offers software and platform services. The firm’s solutions include tercero cloud, tercero wealth and tercero digital. The company was founded in 2008 and is headquartered in London, the United Kingdom. | Fundador | - |
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Empresas relacionadas
Empresas privadas | 3 |
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Wealth Dynamix Ltd.
Wealth Dynamix Ltd. Packaged SoftwareTechnology Services Wealth Dynamix Ltd. provides end-to-end intelligent Client Lifecycle Management (CLM) technology platforms to private banks and wealth management firms. Wealth Dynamix is based in Shoreditch, UK, and the CEO of the private company is Gary Robert Linieres. The British company's modular CLM solution covers all client lifecycle steps from engagement to management and re-engagement. Wealth Dynamix's CLM solutions help cut costs, increase process efficiency, and ensure premium client service in wealth management and private banking. The company's CLM solutions also help compliance teams ensure that all documents and data required for compliance are captured and that the right checks are made at the right time. | Technology Services |
Wealth Dynamics Ltd.
Wealth Dynamics Ltd. Packaged SoftwareTechnology Services Part of SAS Rue la Boétie, Wealth Dynamics Ltd. is a British company that provides software development and IT consulting services. The company is based in London, UK. The company was founded in 2012 by Gary Robert Linieres, Brent Randall. Gary Robert Linieres has been the CEO since 2012. Wealth Dynamics was acquired by CA Indosuez Wealth (Asset Management) on January 26, 2023. | Technology Services |
Third Financial Software Ltd.
Third Financial Software Ltd. Packaged SoftwareTechnology Services Third Financial Software Ltd. provides wealth management software. It offers software and platform services. The firm’s solutions include tercero cloud, tercero wealth and tercero digital. The company was founded in 2008 and is headquartered in London, the United Kingdom. | Technology Services |
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