We have recently appointed Simon Black as a Senior Wealth Manager, further bolstering the firm’s ability to meet the demands of HNW and UHNW private investors.
Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.
Delegates at Spear’s annual ‘£1 Billion Meeting of Minds’ gathered in central London last month to hear an impressive line-up of speakers offer their perspectives on the factors shaping the world of high-net-worth clients. There were warnings but also ideas and optimism aplenty. Andrew Carrier, Dolfin’s CMO, reports.
Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with a team of more than 100 people, an international presence and our own bespoke technology platform. Although we now look after more than £1b of client assets and handle around £600m of brokerage flow every month, the commitment that drove us in those early days endures: we are our clients’ first port of contact because we think differently, try harder and act faster than most.