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.

Senior Investment Adviser

Kevin Sullivan

Biography

Kevin joined Dolfin’s Investment Management team in May 2019. He has extensive experience in wealth management, dealing with high-net-worth private clients as well as institutional clients from the banking and insurance industries.

He was previously with Falcon Private Wealth, where he held various positions including Head of Investments and Chief Investment Officer.Before that, in 1997, Kevin co-founded Clariden Asset Management London – which was ultimately absorbed by Credit Suisse in 2012.

Earlier in his career, Kevin spent 17 years with US brokers, primarily Merrill Lynch. He moved into private banking in 1989, joining Citibank Private Bank, where he was ultimately Head of Investment Advisory in London.

Contact Details

50 Berkeley Street, London W1J 8HA

+44 20 3883 1822

[email protected]

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