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 rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

Dolfin’s Head of Investment Management shortlisted in Future Leaders Awards 2019

Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.

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
Diary

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