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.

Head of Asset Allocation

Jaspal Sian

Biography

Jaspal joined Dolfin’s Investment Management team in February 2019 to take charge of asset allocation. He is also responsible for enhancing the investment management infrastructure, manager selection and is a member of the Investment Committee.

Jaspal came from AXA Investment Managers where he was Head of Balanced Funds UK and managed £40bn across multi assets funds. He was a member of AXA’s Global Asset Allocation team. Before which, he was a senior consultant for Mellon Global Investments, advising on the creation of portable alpha and alternative investment products from established global equity funds.

Prior to Mellon, Jaspal was the founding partner of Bayes Capital LLP, an alternative investment management business. Earlier in his career, he was a Director of Dresdner RCM (UK) where he was a Senior Fund Manager, Head of Quantitative Research and served on several committees including DRCM’s Asset Allocation Committee. Jaspal has also run his own consultancy business developing products, mathematical models, option pricing models and trading desk analytics for Citicorp Investments, Mellon and other clients.

Contact Details

50 Berkeley Street, London W1J 8HA

+44 20 3883 1821

[email protected]

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MSc in Digital Systems from Cranfield Institute of Technology BSc (Hon) in Electrical and Electronic Engineering from Sunderland University
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Investment management Alternative investment management Fund management
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