“Steve’s extensive experience in senior positions in the wealth management and private banking software industry – most recently with Iress, where he played a key role leading business development in the UK market – makes him uniquely positioned to support our growth ambitions in key regions and markets, in particular, building on partnership opportunities and our relationships with small-to-medium wealth management and discretionary fund managers in the UK,” Gary Linieres, CEO of Wealth Dynamix, said.

D’Souza said: “It’s great to be re-joining the team at Wealth Dynamix at this exciting time, with the wealth industry facing a real inflection point through rapidly changing client expectations ... I look forward to seeing how we bring these new products and capabilities to a new market.”

Wealth Dynamix is part of the Indosuez Wealth Management group of companies which acquired a majority stake in Wealth Dynamix in January 2023.

Evelyn Partners
UK wealth manager , a UK-based financial services network, has appointed Warren Vickers as commercial development director, reporting into MD Stuart Dodson.

Vickers was previously MD at Tenet Compliance Services for the last two years. Prior to this, he worked in a number of senior financial services roles in the UK and Asia- Pacific, including TCC where he was the commercial director with Exco responsibility.

Vickers will be responsible for commercial services, where he will oversee a growing team supporting members of the Openwork Partnership. A core part of his remit will include, working with the recently-launched Partnership Development Managers as well as the Partnership’s Contract Services team.

The Openwork Partnership, which has more than 4,300 financial advisors across the UK, operates as a directly-authorised, multi-panel distribution network, with its employees holding a minority stake.