As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.
Listen to the first of these 30-minute live sessions, and hear from two of the experts behind this industry research into the needs of high net worth clients, Philipp Zerhusen - FactSet and Tasha Vashisht - Scorpio Partnership. As industry professionals and consultants to financial advisors across the globe, our speakers share their insight on how the five tactics discussed in the first part of our eBook, Making Digital Pay, can be applied to the client experience and advisor workflow to develop a digital strategy that adds value - to the firm, to your high net worth investors, and to your book of business.
Philipp Zerhusen
VP, Director, Market Development
FactSet
Tasha Vashisht
Senior Manager
Scorpio Partnership
Philipp Zerhusen
VP, Director, Market Development | FactSet
Since 2016, Philipp has been in charge of Market Development as a Director for FactSet Digital Solutions GmbH, and is responsible for various market segmentation, strategy and prizing projects. Based in Frankfurt, Philipp has worked in the financial industry for 25 years. Before his current role, he held various international management and senior enterprise solutions roles across EMEA at Thomson Reuters, founded a number of start-ups, and worked for several years in Asset and Wealth Management at Sal. Oppenheim. Philipp holds an MBA from the University of Cologne and a professional banking diploma.
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Tasha Vashisht
Senior Manager | Scorpio Partnership
Tasha Vashisht is a Senior Manager at Scorpio Partnership, a wealth consultancy owned by Aon. She leads a number of thought leadership programmes for firms looking to understand investors and private clients, and also supports financial institutions with market insight and strategy consulting engagements.
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