DORSUM'S NEW WEALTH PORTAL
COMES TO SWITZERLAND

We bring the world of investing closer to everyone. We’re a stable fiduciary partner for financial institutions in the ever-changing investment industry. We deliver high-quality, service based, easy to integrate, modular investment software solutions, to augment our partners’ operational efficiency and to provide exceptional UX.

Our latest product, a wealth portal for the HNWI clientele is the perfect start of any wealth manager’s digital transformation journey. Learn more about the portal here, or read on for more information about Swiss related activities.

Our local representatives

peter szabó
Péter Szabó dr.
Strategic Partnership Manager

After having spent over 20 years advising international High Net Worth Individual (HNWI) clients at different banks like Raiffeisen Group, Société Générale, UBS AG and Cornèr Banca SA, I am fully representing the interests of my clients as an Independent Investment Expert in Partnership with the Zürich based Family Office called Sonnenberg Wealth Management AG.

I am an experienced Investment specialist with a demonstrated working history at different financial institutions in Hungary and Switzerland for over 20 years. My professional experience covers Business Development, Wealth Preservation Planning, Portfolio Management, Customer Relationship Management (CRM), Private Equity, Venture Capital investments, Financial Planning for companies as well as for High Net Worth Individuals (HNWI) and their families.

I am lucky enough to have a multicultural educational background, also had the chance to live in 4 different countries and to hold Hungarian as well as Swiss nationalities. I am proud dad of 2 teenager sons and have been residing in Switzerland since 2006. In my free time, I mainly enjoy outdoor activities: riding my mountain bike, balancing on my windsurf board, hiking and skiing on snowy slopes in wintertime. I am also a voluntary Member of the Board of the Aquastar Water Polo Club in Zollikon/Switzerland and help to organise the activities of the Club’s different teams.

Ádám Fáth
Ádám Fáth
Business Development Manager

I am passionate about tech and business development with a special focus on the digital transformation of the banking and wealth management space. After gaining experience in the AI and personalization industry, I joined Dorsum, one of Europe’s leading wealth tech firms. By constantly monitoring and consulting with the leading financial players I have the opportunity to bring the most up-to-date knowledge to new territories and transform it into valuable strategic approaches together with our partners. At the same time, by understanding the needs of the market and having the ability to match them with Dorsum’s hunger for innovation, I develop and execute go-to-market strategies for Dorsum in Western-European countries. I strongly believe in personal connections; hence I travel often to meet with local experts to discover their needs and build the best solution for the given business case together.

UPCOMING EVENTS

Dorsum is attending the Private Banking & Wealth Management Switzerland 2022 conference

Dorsum is attending the Private Banking & Wealth Management: Switzerland 2022 Conference and Awards on 25th May 2022 in Zurich. The high-level programme will feature key presentations and panel discussions led by industry leaders from the likes of Societe Generale, BNP Paribas, and Credit Suisse. The agenda will cover the latest cutting-edge discussion points across […] Read more »