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.

June 2019 investment update

Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.

Networking and innovation: Highlights from FinanceMalta 2019

Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

Head of Wealth Management

Nick McCall

Biography

Nick joined Dolfin in Septmember 2018 as Head of Wealth Management. His focus is serving the needs of our private clients by leading a dedicated team of relationship managers and working closely with our Sales, Trading and Investment Management colleagues to deliver extraordinary, end-to-end service.

With over 30 years’ in the financial services industry, Nick has an unusually broad skill-set gained from his front and back office experience, a proven track record in UK FCA-regulated functions (CF1, CF3, CF10/11 and CF28), and working in Europe, the US, South & Central America, and Canada.

Nick joined Dolfin from Hay Hill Wealth Management where he spent three years building up the firm’s offering to high-net worth individuals and insitutionals globally. Before that, he led the spin-off of Clariden Leu London to new ownership by Falcon Private Bank.

Prior to his career in wealth management, Nick spent seven years with Credit Suisse, where he had a variety of country and regional managemet roles in Europe, the Middle East and Africa. He joined Credit Suisse when the firm acquiried Donaldson, Lufkin & Jenrette where he was the treasurer for DLJ International. This followed senior management roles in the treasury, funding and capital market units at Banco Bilbao Vizcaya and Merrill Lynch.

Beginning his career with more than a decade at Lloyds Bank, Nick also has international experience in corporate banking and has managed both start-up and well-establised trading operations.

Nick chairs the Financial Executives Networking Group. He is fluent in Spanish and Portuguese.

Contact Details

London

0203 883 1007

[email protected]

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