Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

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LONDONMarch 21, 2024 /PRNewswire/ — Wealth Dynamix, a leading provider of Client Lifecycle Management (CLM) solutions for private banks and wealth managers, today announced Luna Investment Management, a specialist investment management company working with UK private clients and their advisors, as a new client as part of our partnership with Third Financial.

Meeting FCA requirements and delivering exceptional client experiences

Luna Investment Management, like numerous other wealth management firms in the UK, faces an evolving regulatory landscape and the need to prioritise client satisfaction. Wealth Dynamix’s comprehensive CLM platform, CLMi, will empower Luna to:

  • Navigate regulatory changes: CLMi ensures compliance with the latest FCA requirements, including the Consumer Duty, by providing robust client onboarding, KYC/AML procedures, and communication tracking features.
  • Enhance client engagement: CLMi fosters proactive relationship management through centralised client data management, automated workflows, and personalised communication tools.
  • Increase efficiency: Streamlined processes for onboarding, account management, and reporting save time and resources for Luna’s team, allowing them to focus on building stronger client relationships. The integration support end-to-end digital onboarding, change of circumstance and client reviews.

Address industry challenges through technology solutions

“We are delighted to welcome Luna Investment Management as a client,” said Gary Linieres, CEO at Wealth Dynamix. “In today’s complex regulatory environment, wealth managers like Luna need robust technology solutions to ensure compliance while delivering exceptional client experiences. CLMi empowers them to achieve both, allowing them to focus on what matters most – building strong, lasting relationships with their clients.”

“In today’s environment, where regulatory expectations are constantly evolving and client satisfaction is paramount, having a robust and efficient technology solution is essential,” said Ian Parker, Commercial Operations Manager at Luna Investment Management. “We firmly believe that our partnership with Wealth Dynamix’s CLM platform, supported by the CLMi Team, will equip us to navigate regulatory complexities while enhancing the level of service we can offer our clients. We look forward to an exciting roadmap.”

A trusted partner for wealth management firms

Wealth Dynamix’s CLM platform is trusted by wealth management firms globally, helping them streamline operations, manage risk, and deliver superior client service. With a deep understanding of the industry’s unique challenges, Wealth Dynamix provides its clients with the tools and expertise needed to thrive in the ever-evolving financial landscape.

About Luna Investment Management

Luna Investment Management is the North West’s largest independent discretionary management firm. They help clients achieve their long-term financial objectives by providing tailored, risk-based investment solutions. With over 200 years of combined investment experience, Luna aims to provide a truly bespoke service with expert communication and comprehensive administration, underpinned by award-winning technology.

About Wealth Dynamix

Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) solutions for private banks and wealth managers. CLMi empowers wealth management firms to automate and streamline critical business processes, from client onboarding and KYC/AML to portfolio management and reporting. Wealth Dynamix is a trusted partner to some of the world’s leading financial institutions, helping them to transform their businesses, meet regulatory requirements, and deliver exceptional client experiences.

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Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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