Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

February 2019 investment update

Despite a deterioration in economic data, particularly in Europe and China, risk markets started 2019 on the front foot. This seemed to be largely due to a renewed spirit of dovishness amongst some of the world’s most important central bankers, writes Dolfin’s Head of Investment Management, Richard Gray.

Pensions in the millennial age

Millennials’ attitudes and behaviour – and those of their employers – are creating an alien pensions landscape, writes Nick McCall, Dolfin’s Head of Wealth Management.

Dolfin acquires business of UK subsidiary of Falcon Private Bank

Dolfin and the Swiss-based Falcon Private Bank announced today Dolfin’s acquisition of the business of Falcon’s UK subsidiary, Falcon Private Wealth Ltd.

Head of Wealth Management

Nick McCall

Biography

Nick joined Dolfin in Septmember 2018 as Head of Wealth Management. His focus is serving the needs of our private clients by leading a dedicated team of relationship managers and working closely with our Sales, Trading and Investment Management colleagues to deliver extraordinary, end-to-end service.

With over 30 years’ in the financial services industry, Nick has an unusually broad skill-set gained from his front and back office experience, a proven track record in UK FCA-regulated functions (CF1, CF3, CF10/11 and CF28), and working in Europe, the US, South & Central America, and Canada.

Nick joined Dolfin from Hay Hill Wealth Management where he spent three years building up the firm’s offering to high-net worth individuals and insitutionals globally. Before that, he led the spin-off of Clariden Leu London to new ownership by Falcon Private Bank.

Prior to his career in wealth management, Nick spent seven years with Credit Suisse, where he had a variety of country and regional managemet roles in Europe, the Middle East and Africa. He joined Credit Suisse when the firm acquiried Donaldson, Lufkin & Jenrette where he was the treasurer for DLJ International. This followed senior management roles in the treasury, funding and capital market units at Banco Bilbao Vizcaya and Merrill Lynch.

Beginning his career with more than a decade at Lloyds Bank, Nick also has international experience in corporate banking and has managed both start-up and well-establised trading operations.

Nick chairs the Financial Executives Networking Group. He is fluent in Spanish and Portuguese.

Contact Details

London

0203 883 1007

[email protected]

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