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 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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Philipp Zerhusen
VP, Director, Market Development
FactSet
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
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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
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.
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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