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 Investment Management

Simon Black

Biography

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 familes 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.

Contact Details

London

+ 44 (20) 3883 1813

[email protected]

LinkedIn

News
Research

Q4 2019 Investment Outlook

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, any macroeconomic news can spike volatility across asset classes. Acknowledging this, we do not believe in holding equities simply to have equity exposure in our client portfolios. If the risk/reward is not balanced in our favour, we would rather sit on the sidelines, writes Head of Investment Management, Simon Black.

Simon Black
/ 11 November 2019

Investment update: October 2019

Our monthly breakfast briefing is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. Guests had the chance to hear some of our latest investment ideas and to question our views.

Simon Black
/ 10 October 2019

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Simon Black
/ 10 October 2019
Diary

Cybercrime: Threat and opportunity

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.

Simon Black
/ 15 October 2019

Tech and the art of winemaking

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.

Simon Black
/ 29 January 2019
In the press