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Georgios joined Dolfin in March 2016. He has global responsibility for sales, including the acquisition and management of financial intermediaries, institutional clients and private HNW and UHNW individuals. He deals in all asset classes and works closely with the Investment Management, Trading and Structuring teams.
Before joining Dolfin, Georgios built up eight years of experience at Credit Suisse, managing relationships with clients from Greece and Cyprus as well as Eastern Europe, Russia and CIS.
Georgios began his wealth management career at Royal Bank of Canada, covering resident non-domiciled clients in the UK.
An MCSI Chartered Wealth Manager, since 2009 George has been registered with the FCA to advise and deal on behalf of clients. He is also a Board Member of the Hellenic Bankers Association UK.
The Greek government’s economic forecasts suggest recovery and solid growth in 2018, but the reality of day-to-day life in Greece is rather different, writes Dolfin’s Head of Sales, Georgios Ercan, who recently returned from a visit to his home country.