F10 and Dorsum partner event in Switzerland: Increasing efficiency with Client Portals

We look forward to hosting our first event in Switzerland together with F10 and sharing insights into our success story of collaboration with Sarasin & Partners LLP.

Register for the event here.

 

About this event

If you are working in Wealth Management and would want to exchange ideas about innovation and digitalisation of the industry, this event is for you.

Dorsum will share its story of collaboration with Sarasin’s Hadley Simons and Tom Morley as our guests of honour. Our moderator Brigitta Gyoerfi will lead you through a behind-the-scenes look at Dorsum’s recently deployed Client Portal, and you will learn about the project from the original client needs and challenges all the way up to go-live and beyond.

Join us for the session, take part in the discussion and network during the informal part of the event where food and drinks will be provided on site.

About the speakers:

Hadley Simons, Chief Operating Officer – Client Affairs; Sarasin & Partners

Hadley is the COO for Client Affairs and is responsible for general management and overseeing the sales and distribution platform across the private clients, charities, retail and institutional teams. He is a member of Sarasin’s Board and member of the Executive Committee, which is responsible for the day-to-day management of the firm.

Prior to joining Sarasin & Partners, Hadley was the Division COO for Wealth Management at C Hoare & Co. In 2017, he executed the sale of the division to Cazenove Capital. Before this, he worked at Barclays from 2009, where he was the Head of Change for the UK Private Bank, and led a number of transformative programmes. He has also worked at UBS where, amongst other roles, he ran their European securities financing operation.

Hadley graduated with a BA Econ (Hons) from the University of Reading, and is an Associate of the Chartered Institute for Securities & Investment (CISI). He currently sits on the Investment Association’s DFM, Private Client and Wealth Management Committee.

Tom Morley, Programme Manager; Sarasin & Partners

Tom is Programme Manager within Sarasin & Partners, overseeing firm-wide projects and leading those which are deemed of specific strategic importance. This has included the launch of Sarasin’s new client portal in January 2022, and subsequent phases of new functionality deployment.

Prior to joining Sarasin & Partners, Tom worked as a Director within the Wealth and Asset Management division of EY in London. This included working with over 20 Tier 1 and 2 Wealth Managers on a variety of projects and remediations, covering regulatory changes through to Target Operating Model implementation. Prior to this, he spent nearly a decade in UBS’ London Wealth Management divisions in a variety of operational roles, culminating in becoming an Executive Director and leading both London’s Wealth Management and Investment Banking client onboarding divisions.

Tom graduated with a BSc Econ (Hons) from the University of Southampton.

Ákos Szalay,  Head of Product Wealth Portal – Dorsum

Ákos was a part of the team developing Dorsum’s ‘Wealth Portal’ product and has been working on perfecting our client-facing solution ever since. He’s responsible for multiple publications on digital investments and Millennials’ behaviour towards investing. Ákos is currently leading the business analyst team on the implementation project for Sarasin & Partners.

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