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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

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

London

+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