Ben Seager-Scott, PhD, CFA

Enigma
DISC Type : dic

Chief Investment Officer at Forvis Mazars in the UK

London, England, United Kingdom

Overview

Ben Seager-Scott is the Chief Investment Officer at Forvis Mazars, leveraging his PhD and CFA charter to lead investment strategy. He has extensive experience managing multi-billion-pound multi-asset funds at top UK wealth managers. Colleagues have described him as highly knowledgeable, particularly on complex topics like ETFs.

Away from finance, Ben is a passionate and public advocate for improving diversity and inclusion within the investment management industry. He actively discusses the importance of creating more equitable and representative teams, believing it leads to better outcomes and a healthier work environment.

He is frequently cited in the press as an investment expert due to his ability to communicate complex concepts clearly.

Personality Overview

Persuasive & Assertive

Hard To Convince

Fast Follower

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Multi-Asset Investing
He has direct oversight of a £7. 5 billion multi-asset fund range and has built his career on managing these complex, diversified portfolios.
Investment Strategy
Previous roles as Chief Investment Strategist involved creating and deploying group-wide investment strategy, focusing on macroeconomics and asset allocation.
Diversity in Finance
He is a vocal advocate for improving diversity and inclusion within financial services, seeing it as crucial for attracting and retaining talent.

Media Appearances

Mazars appoints CIO Seager-Scott from Evelyn Partners. Featured in ETF Stream

See Now

Work History

3-2024
Chief Investment Officer at Forvis Mazars in the UK
12-2019 - 4-2024
Non Executive Director at Whitechurch Securities Ltd
4-2019 - 3-2024
Head of Multi-Asset Funds at Evelyn Partners
4-2017 - 4-2019
Chief Investment Strategist at Tilney Group
7-2016 - 3-2017
Director of Investment Strategy & Research at Tilney Group

Education

1999 - 2002
B.Sc. (hons) from University of East Anglia
2003 - 2008
Ph.D. from University of East Anglia

More Information

Social Presence :

Prographics :

Exp : 18 Location : London, England, United Kingdom Job Level : Leadership Designation : Chief Investment Officer at Forvis Mazars in the UK
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary

DONT's

  • Avoid making offhand commitments, understand the root of their concerns first
  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Ben

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Ben move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Ben take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Ben

Personality Compatibility


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