Investment accounts

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

Dolfin appoints Simon Black to bolster its private wealth management capabilities

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.

16 October 2018 /

In this newly created role within our Sales team, Simon will focus on bespoke portfolio design, identifying the specific needs and goals of our clients. This ‘tailored’ offering reflects our flexible approach and the ambition to offer a truly ‘one-stop-shop’ service both to private clients and the financial advisers who serve them.

Simon joins our firm, following 11 years at Hassium Asset Management, where he was most recently the firm’s Chief Investment Officer, providing a personal investment platform for a select group of private families across the UK and Europe. He is well suited to supporting Dolfin as we continue to expand our client offering, from custody and execution, through asset management, to a fully bespoke wealth management service. The announcement comes just a few weeks after we appointed Nick McCall as Head of Wealth Management.

Simon Black commented: “Dolfin combines a highly experienced investment team with the agility of advanced technology to provide solutions in the best interest of clients. I look forward to delivering this truly differentiated offering to clients over the long term.”

Georgios Ercan, Head of Sales, said: “Simon brings invaluable market knowledge and expertise, complimenting Dolfin’s offering as a tech-driven wealth manager. His appointment is the next step in our wider strategy for our wealth management team and is testament to our continual growth and expansion.”

To mark the appointments of Nick McCall as Head of Wealth Management and Simon Black as a Senior Wealth Manager, we are hosting an informal “meet and greet” for clients at our London office this evening.

For information on this evening’s event, please click here. Simon’s biography can be found here.

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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