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.

The road ahead for electric vehicles

This week on Dolfin Discussions, James Gutman - our Head of investment Portfolios - is joined by Investment Associate Anny Giavelli and special guest Ellen Hughes-Cromwick, Senior Resident Fellow for...

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

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]

LinkedIn

Sector expertise
Private banking Wealth management Investment management
News
Research
Diary