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 his new position, Richard will lead our investment team and further strengthen the asset management capabilities to best meet the needs of our private and institutional clients. His lengthy experience and depth of expertise in the generation of investment ideas and the construction of investment portfolios, will enable him to add further sophistication to Dolfin’s investment management approach, delivering in-depth qualitative and quantitative investment methodologies.
Richard joins Dolfin from ACPI, where he was Co-Head of Institutional Wealth Management. Before ACPI, Richard was at Credit Suisse where he was the head of the Special Situations team and co-head of the Multi-Asset Group. Prior to that, Richard was an investment analyst at Credit Suisse and UBS. He managed the utilities research franchise at Credit Suisse and was co-head of UBS’s top-ranked utilities equity research team. Previously, he was co-head of UBS’s software & services equity research team.
Earlier in his career, with Threadneedle Investment Managers, Richard was the portfolio manager of a £500m+ equity fund which was actively invested in UK small- and mid-cap growth companies.
Richard commented: “I’m excited to be joining Dolfin where I see a rare opportunity to harness the firm’s qualitative analysis together with its quantitative technology to create a truly modern investment process. This distinctive blend of human expertise and digital agility means we can offer component-based, flexible investment products that are very closely aligned with clients’ goals.”
Denis Nagy, CEO, said: “Having built a world-class custody platform and independent trading desk, we are now bolstering our investment capabilities. Richard’s breadth of experience across the gamut of market conditions, his pragmatic focus on offering compelling investment products, and his track record of leadership, make him highly valuable to our clients and I’m delighted to welcome him to the team.”