CEO and Co-founder
With 25+ years experience in financial services and technology businesses, Gary is a serial and successful entrepreneur.
Gary started his career as a broker in the city before moving to a start-up software company Microbank Software to market and sell to the European investment banking community. His career evolved through several sales, sales management and executive roles in a number of geographies with both start-up and corporate technology companies.
After serving as Managing Director of the wealth management division of Financial Objects and growing revenues by more than 300%, Gary decided to start his own company and successfully launched Third Financial Software. Third Financial became one of the leading front office vendors in the UK wealth management community.
In 2012 Gary sold out of Third Financial to start a new venture. Wealth Dynamix is widely recognised as one of Europe's most successful and fastest growing FinTech firms having won multiple awards across the world for product excellence and listed by the Financial Times as one of the best performing companies. The Wealth Dynamix solution WDX1 provides Client Lifecycle Management (CLM) solutions to the worlds leading private banks and wealth management firms. Wealth Dynamix remains privately owned by the initial founders.
Gary's expertise includes: Private Banking, Asset Management, Wealth Management, Fund Management, Portfolio Management, CRM, Client Reporting, Client Lifecycle Management, Onboarding