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 cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

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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News
Research
Diary

Advising generation Z

Nick McCall, Dolfin’s Head of Wealth Management and Dolfin Sales Support Manager Olexandr Skoryk write about what it’s like to advise Gen Z.

Nick McCall
/ 29th May 2020

Dolfin’s ‘hybrid’ business model eases regulatory struggles

The head of wealth management, Nick McCall, thinks our firm has solved issues for its relationship managers

Nick McCall
/ 21st December 2018