Dolfin bolsters team
16 October 2018 London
Image: Shutterstock
Dolfin has appointed Simon Black as a senior wealth manager.
In the newly created role within the Dolfin sales team, Black will focus on bespoke portfolio design, identifying the specific needs and goals of the firm’s clients.
Black joins Dolfin following 11 years at Hassium Asset Management, where he was most recently the firm’s chief investment officer.
According to Dolfin, Black is well suited to supporting Dolfin as the firm continues to expand its client offering, from custody and execution, through asset management, to a bespoke wealth management service.
The announcement comes just a few weeks after Dolfin appointed Nick McCall as head of wealth management.
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.
Commenting on his new role, Black said: “Dolfin combines a highly experienced investment team with the agility of advanced technology to provide solutions in the best interest of clients. I look forward to delivering this truly differentiated offering to clients over the long term.”
Georgios Ercan, head of sales at Dolfin, commented: “Simon Black brings invaluable market knowledge and expertise, complimenting Dolfin’s offering as a tech-driven wealth manager.”
He added: “His appointment is the next step in our wider strategy for our wealth management team and is a testament to our continued growth and expansion.”
In the newly created role within the Dolfin sales team, Black will focus on bespoke portfolio design, identifying the specific needs and goals of the firm’s clients.
Black joins Dolfin following 11 years at Hassium Asset Management, where he was most recently the firm’s chief investment officer.
According to Dolfin, Black is well suited to supporting Dolfin as the firm continues to expand its client offering, from custody and execution, through asset management, to a bespoke wealth management service.
The announcement comes just a few weeks after Dolfin appointed Nick McCall as head of wealth management.
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.
Commenting on his new role, Black said: “Dolfin combines a highly experienced investment team with the agility of advanced technology to provide solutions in the best interest of clients. I look forward to delivering this truly differentiated offering to clients over the long term.”
Georgios Ercan, head of sales at Dolfin, commented: “Simon Black brings invaluable market knowledge and expertise, complimenting Dolfin’s offering as a tech-driven wealth manager.”
He added: “His appointment is the next step in our wider strategy for our wealth management team and is a testament to our continued growth and expansion.”
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