Dolfin appoints new head of wealth management
13 September 2018 London
Image: Shutterstock
Dolfin, the independent wealth management platform, has appointed Nick McCall as head of wealth management.
McCall will be responsible for strengthening Dolfin’s sales and trading capabilities and lead an expanding team of private client relationship managers.
McCall has more than 30 years experience in the financial industry, most recently leading private wealth firms such as Hay Hill, Falcon Private Wealth and Clariden Leu.
Dolfin now offers custody, depositary in Malta, execution brokerage and asset management services to private clients, financial advisers and institutional investors from both its London headquarters and its newly expanded office in Valletta.
Commenting on his new role, McCall said: “Dolfin is now a well-established firm with forward momentum. I’m excited about the opportunity to build awareness of its offerings, extending and diversifying its international private client base.”
He added: “Unlike many wealth managers with outdated systems and legacy thinking, Dolfin’s approach is truly nimble. By combining technology with investment expertise, it can offer a compelling client experience that I’m eager to be a part of delivering.”
Denis Nagy, CEO of Dolfin, said: “We’re delighted to welcome Nick McCall to the team. He brings a wealth of industry expertise and his long history in wealth management will support our focus on building close and lasting relationships with our clients.”
He added: “McCall’s appointment is part of our continued commitment to significantly improve our investment process by challenging convention and harnessing technology.”
McCall will be responsible for strengthening Dolfin’s sales and trading capabilities and lead an expanding team of private client relationship managers.
McCall has more than 30 years experience in the financial industry, most recently leading private wealth firms such as Hay Hill, Falcon Private Wealth and Clariden Leu.
Dolfin now offers custody, depositary in Malta, execution brokerage and asset management services to private clients, financial advisers and institutional investors from both its London headquarters and its newly expanded office in Valletta.
Commenting on his new role, McCall said: “Dolfin is now a well-established firm with forward momentum. I’m excited about the opportunity to build awareness of its offerings, extending and diversifying its international private client base.”
He added: “Unlike many wealth managers with outdated systems and legacy thinking, Dolfin’s approach is truly nimble. By combining technology with investment expertise, it can offer a compelling client experience that I’m eager to be a part of delivering.”
Denis Nagy, CEO of Dolfin, said: “We’re delighted to welcome Nick McCall to the team. He brings a wealth of industry expertise and his long history in wealth management will support our focus on building close and lasting relationships with our clients.”
He added: “McCall’s appointment is part of our continued commitment to significantly improve our investment process by challenging convention and harnessing technology.”
NO FEE, NO RISK
100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times
100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times
