Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Simon joined Dolfin in September 2018 and became the Head of Investment Management in April 2019. His team are focused on delivering discretionary and advisory asset management and bespoke portfolio design to meet specific needs of our HNW and UHNW clients. Simon is also responsible for overseeing our investment process and risk management framework and control structure.
Before joining Dolfin, Simon built-up 11 years of experience at independent global wealth manager, Hassium Asset Management, where he provided a personal investment platform for a select group of private families across the UK and Europe. His most recent role there was as Chief Investment Officer.
Simon is a Chartered Financial Analyst. He holds an MSc in Financial Analysis and Fund Management and a BA Hons in Economics with French and Finance.
August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.
Having entered the second half of an eventful 2020, you could be forgiven for assuming that all of the virus drama is behind us. The real drama in H2 however, is likely to be political in nature.
All nine of our discretionary portfolios ended positive for the month of June, while eight out of nine are positive year to date. Our July monthly investment update is now available to download.
Sometimes investors are so focused in the rear view mirror, they fail to see the bumps in the road ahead. The disconnect between the macro-economic environment and markets has to reconnect at some point and when it does, it is unlikely to be in an orderly fashion.
In this excerpt from our Q1 2020 investment outlook, Dolfin Head of Investment Management Simon Black discusses sustainable food sources, the future of food, and how we as a planet will feed ourselves.
In this webinar, Dolfin’s Investment Management team provide an update on the rapid developments we are seeing on global financial markets. We focus on the coronavirus outbreak and the oil price movements, and explain our current portfolio positioning in light of these events.
Middle classes in developing nations are the world’s biggest demand sector, yet many companies have failed to access them. Simon Black, Dolfin’s Head of Investment Management, looks at how firms and investors can refocus on this vast and growing group.
With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.
Humans have been making wine for more than 6,000 years – but today, technology is revolutionising the way wine is produced, presenting new opportunities for collectors and investors. Simon Black, Senior Wealth Manager at Dolfin and a wine enthusiast, explains.
Spear’s magazine spoke to Dolfin Head of Business Development Georgios Ercan, and Head of Investment Management Simon Black, about how the versatility and flexibility of Dolfin, make it an ideal choice of wealth manager for anyone from individual HNWs and families to institutions.
Simon Black, Dolfin’s Head of Investment Management, responds to news that European stock markets and oil prices have dropped, as a spat between top U.S. officials and China over the origin of the coronavirus fuels fears of a new trade war, derailing a rebound in global markets.