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.

Green bonds vs SDG bonds

In this latest excerpt from our Q1 2020 investment outlook, Dolfin Credit Analyst Geoff Wan discusses the green bond market, how it has grown over the last few years, and looks to the future and introduction of the SDG (Sustainable Development Goals) format.

Finding a balance

After years of extremes, luxury property design trends appear to be approaching a middle way at the dawn of the 2020s.

Dolfin shortlisted six times in WealthBriefing European Awards

Dolfin has been shortlisted in a total of six categories for WealthBriefing’s Eighth Annual European Awards. The shortlisted categories include recognition at both a company and individual level.

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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