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.

September 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

A postcard from Oman

A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.

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.

Senior Investment Manager

David Schneider

Biography

David joined Dolfin in May 2019 as part of the Investment Management team. He has 13 years of experience in managing UHNW individuals and trusts.

For the previous eight years, David worked at Falcon Private Wealth (formally Clariden Leu). In his last role at Falcon, he was Head of Investment Management, responsible for its discretionary management offering c.GBP 400m, including its successful Tier 1 UK Investor Visa programme. David was a voting member on Falcon’s Global Investment Committee and a member of its Executive Board.

David is a multi-asset investment manager, specialising in UK equities, fixed income and alternative investments. He also has extensive experience in third party manager selection. He started his career at Deloitte where he assumed the role of a holistic wealth and investment manager.

David has a BA Hons in Management Studies from the University of Nottingham, a Certificate in Financial Planning, an Investment Management Certificate, and a Chartered Institute for Securities and Investment Diploma. In 2013, David became a Chartered Wealth Manager and in 2015, he was awarded the status of Chartered Fellow by the Chartered Institute of Securities and Investment.

Contact Details

50 Berkeley Street, London W1J 8HA

+44 20 3883 1961

[email protected]

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Education
BA Hons in Management Studies from the University of Nottingham Certificate in Financial Planning Investment Management Certificate Chartered Institute for Securities and Investment Diploma
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Investment management Wealth management
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