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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

Africa’s growing taste for cross-border investments

Rapid growth and increasing foreign direct investment in Africa has given rise to a new class of wealthy individuals and corporations. Sebastian Halle-Smith, Senior Relationship Manager at Dolfin, explores how they are choosing to invest their wealth and whether there is a renewed scramble for Africa as a result.

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

Head of Sales

Georgios Ercan

Biography

Georgios joined Dolfin in March 2016. He has global responsibility for sales, including the acquisition and management of financial intermediaries, institutional clients and private HNW and UHNW individuals. He deals in all asset classes and works closely with the Investment Management, Trading and Structuring teams.

Before joining Dolfin, Georgios built up eight years of experience at Credit Suisse, managing relationships with clients from Greece and Cyprus as well as Eastern Europe, Russia and CIS.

Georgios began his wealth management career at Royal Bank of Canada, covering resident non-domiciled clients in the UK.

An MCSI Chartered Wealth Manager, since 2009 George has been registered with the FCA to advise and deal on behalf of clients. He is also a Board Member of the Hellenic Bankers Association UK.

Contact Details

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+44 (20) 3664 0493

[email protected]

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Postcard from Greece

The Greek government’s economic forecasts suggest recovery and solid growth in 2018, but the reality of day-to-day life in Greece is rather different, writes Dolfin’s Head of Sales, Georgios Ercan, who recently returned from a visit to his home country.

Georgios Ercan
/ 13 March 2018
In the press