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