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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

Dolfin launches Private Investment Club

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.

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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