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.

January 2020 investment update

Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...

Transformative technology

The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.

Dolfin model portfolios outperform their benchmarks

We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.

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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