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 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

Head of Business Development

Georgios Ercan

Biography

Georgios joined Dolfin in March 2016. He has global responsibility for business development, 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]

LinkedIn

News
Research
Diary

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

How wealth managers helped millionaire clients grow richer during lockdown

Georgios Ercan, Dolfin’s Head of Business Development, looks at how wealth managers helped millionaire clients grow richer during lockdown.

Georgios Ercan
/ 4th June 2020

Dolfin’s ‘refreshing premise’ to wealth management

Spear’s magazine spoke to Dolfin Head of Business Development Georgios Ercan, and Head of Investment Management Simon Black, about how the versatility and flexibility of Dolfin, make it an ideal choice of wealth manager for anyone from individual HNWs and families to institutions.

‘Don’t panic’ – wealth managers react to Covid-19

Our Head of Investment Management, Simon Black, and Head of Sales, Georgios Ercan, spoke to Spear’s about how they are helping clients navigate the coronavirus pandemic.