Wealth Dynamix, Picard Angst MEA
, which provides client lifecycle management (CLM) solutions for firms such as wealth managers, has won another client, Picard Angst MEA, an independent financial services provider specialising in structured products.
Picard Angst MEA, founded in Switzerland in 2003, has chosen Wealth Dynamix’s CLM platform, CLMi, to streamline its client onboarding process and enhance operational efficiency. The firm, which is established in the Dubai International Financial Centre, where it has operated since 2014, caters to institutional investors across the region.
"We are confident that CLMi will empower them to achieve their onboarding goals and support their continued growth in the Middle East,” Wealth Dynamix CEO Gary Linieres (pictured) said.
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Gary Linieres