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.

Inflation outlook: Post-lockdown recession

In this week's episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Caroline Miller, Chief Strategist at BCA Research, to discuss inflation.

Licensed to spill

Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

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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