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WEBCAST: DIGITAL WEALTH MANAGEMENT APPLIED

Hear how wealth advisors can utilize personalization techniques to win clients

Webcast Feature imageAs 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 our final 30-minute live session for the series, and hear from industry experts on how advisors can utilize personalization techniques to win with clients in the era of hybrid advice. As industry professionals and consultants to the wealth management industry, our speakers share their insight on how the five tactics discussed in the third part of our eBook, Empowering Client Service with Personalization, can be applied to the client experience to develop an online wealth platform that adds value - for the firm, for your high net worth investors, and for your book of business.

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Speakers

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Philipp Zerhusen

VP, Director, Market Development

FactSet

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Sebastian Dovey

Entrepreneur and Thought Leader

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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Sebastian Dovey

Entrepreneur and Thought Leader

Sebastian Dovey is a successful entrepreneur, thought leader, angel and board advisor in the fields of global wealth management, consumer insight, scale-up companies and business management. 

Seb was the co-founder in 1998 of Scorpio Partnership, an award winning global management consultancy, strategic research and insight data business. This was acquired by Aon PLC in 2014 and Seb exited in October 2017. As of December 2018, Seb joined Milamber Ventures PLC as a Non-Executive Director. Among his other board roles he is a Non-Executive Director of The Entrepreneur Investment Office and FiComm (a US PR business), an associate director of Silver Lane (a US corporate advisory business), a director of Angel Academe Nominee (a venture investment vehicle) and on the advisory boards of Align 17 (an impact investment fund platform), Angel Academe (an early stage investor group) and FiComm (a public relations and digital marketing agency). As of November 2018, he also joined the six-person board of the London School of Economics Generate entity which is centred on both student and academic entrepreneurship at the school.

Separately, Seb is also the Independent Chair of the Global Client Experience and Innovation Committee for a major international bank and the external board advisor for a Nordic wealth management enterprise. In addition, he advises two sizeable financial families on their strategic growth for their investment offices. 

Seb’s expertise spans 25 years of developing high impact commercial strategies for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up initiatives. Mr. Dovey is the 2018 winner of the Wealth Briefing Thought Leader of the Year award and he is Thought Leader-In-Residence for Fitch Learning worldwide. He serves as an appointed mentor for the Mayor of London’s International Business Programme and is in his 9th year on the judging panel of the Financial Times Global Private Banking awards (since foundation) and has served on the editorial board of WealthBriefing since 2005. 

Seb Dovey is a regular commentator on the wealth management industry in the press and at conferences and academies, and has chaired and presented leading industry events in Asia, Europe and the United States. He is widely published on topics related to wealth management, client behaviour and financial services. He has been a lecturer at The Swiss Finance Institute (formerly the Swiss Banking School) for its executive MBA programme.. Seb holds a first class BA (Hons.) degree in Modern History from University College London and was awarded an MSc (Econ.) with distinction from the LSE. When not doing any of the above – or sometimes simultaneously – he lives with his family in East Devon and seeks sunshine.

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