France-based proposition,” Romain Jerome, Indosuez Wealth Management’s chief digital officer, told this news service after the deal was announced. 

The service of which Wealth Dynamix is now a part is pitched at Tier 1 and 2 banks. It can also be proposed to private banks and wealth managers of all sizes including small and medium-sized players looking for turnkey solutions, he said. 
 
“This gives us the tools for wealth managers to run their relationships with clients – and that’s key,” Jerome continued. 

“Regulation is getting much stronger and without digital tools it is difficult to comply with all these regulations,” he said.

Asked about the impact of the Indosuez purchase of Wealth Dynamix, Jerome replied, he said its team will retain its distinctive identity after the acquisition, he said. “The brand remains the same. We want to keep the innovative spirit and the agility of the company.”