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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

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

+44 20 3883 1816

[email protected]

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