Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Andrew is responsible for protecting the Dolfin brand and raising our market profile while building long-lasting relationships with our clients. His team manages the firm’s media relations, publishes Dolfin Diary and delivers our client events.
Andrew joined Dolfin in 2015 from Deutsche Bank, where he had global responsibility for the marketing of the bank’s securities services as well as being functional lead for its digital marketing channels.
Before joining Deutsche Bank, Andrew built 14 years’ of expertise in a variety of marketing and communications roles in the financial sector. A short stint in the back-office of J.P. Morgan Investment Management was followed by sales & marketing roles for two fintech providers, then eight years with SWIFT — ultimately as its global head of marketing communications. He also has agency-side experience having spent 18 months with Cognito, a leading communications firm for the financial and technology sectors.
Dolfin announced today that the range of asset classes it can include in client portfolios has been expanded to paper gold. Other precious metals are expected to follow.
Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.
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.
Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.
Dolfin’s commitment to international clients, particularly from emerging markets, has earned it the title of ‘Best International Clients Team’ in the well-regarded Wealth Adviser Awards 2019.
Dolfin has appointed four new members to its Investment Committee. David Schneider and Kevin Sullivan have joined following the firm’s recent acquisition of Falcon Private Wealth Ltd.
Four seasoned financial services specialists with impressive reputations – Rodney Baker-Bates, Stephen Kingsley, David Roper, and Roger Sanders OBE – join the new panel.
Dolfin has been shortlisted for Industry Newcomer of the Year and Innovation of the Year in this year’s Citywealth Magic Circle Awards. Voting closes on 12 April.
Last month, Dolfin joined forces with storied watchmaker Jaeger-LeCoultre to host an exclusive client event devoted to measuring the passage of time and planning for the future.
This week there have been press reports about the UK’s Home Office suspending the Investor Visa scheme while it tightens its rules and introduces an independent audit process. The scheme, first introduced in 2008, is designed to encourage wealthy foreigners to invest in and relocate to the UK.
We can now service 80 per cent of applicants for tier one UK investor visas in their native language. That’s according to the Q3 2018 figures just released by the Home Office on the number of applicants, by country of origin, that have successfully applied for tier one UK investor visas.
With its longstanding history of providing ‘neutral ground’ on which to build collaborative organisations like Euroclear, SWIFT and MasterCard, it’s perhaps no surprise that, today, Belgium is fostering some innovative fintech projects. Our CMO, Andrew Carrier, reports from the country where he grew up.
Delegates at Spear’s annual ‘£1 Billion Meeting of Minds’ gathered in central London last month to hear an impressive line-up of speakers offer their perspectives on the factors shaping the world of high-net-worth clients. There were warnings but also ideas and optimism aplenty. Andrew Carrier, Dolfin’s CMO, reports.
More than 1,800 people – from CEOs of global financial institutions to the founders of the world’s most disruptive technology start-ups – met at MoneyConf 2017 in Madrid this month to “redefine the future of finance”. Dolfin’s CMO, Andrew Carrier, reports from the conference.
Last week, Dolfin attended WIRED Money, a one-day conference in London. The event, now in its fifth year, “brings together the innovators, inventors and entrepreneurs defining the future of the finance industry”. Our CMO, Andrew Carrier, came away convinced that the future of financial technology lies in surprising and delighting customers.
When Ibukun Adebayo, co-head of emerging markets at the London Stock Exchange Group, met Dolfin CEO Denis Nagy for lunch, the food was rooted in Tuscany but the conversation wandered from investment opportunities in India, through improving the efficiency and transparency of capital markets in Africa, to using technology to solve the “settlement conundrum”.
Over the past 25 years, tempted by tax-free returns and prices that have risen faster than a cork from a champagne bottle, investors have increasingly been drawn to wine as an alternative asset class. But is your cellar a safe place to stash your cash?