Dolfin
UK firm buys wealth arm of Falcon Private Bank
The deal will expand its client base and add about $1bn in client assets
Dolfin’s ‘hybrid’ business model eases regulatory struggles
The head of wealth management thinks his firm has solved issues for its relationship managers
People Moves | 13 Sep 18
PEOPLE MOVES: Dolfin, Carmignac, Loomis Sayles
Dolfin appoints from Hay Hill for head wealth management, Carmignac hires from Ostrum for new role, Loomis fixed income veteran steps down
International wealth boutique buys into UK IFA
London-based wealth manager Dolfin has formed a strategic partnership with the advisory group Alexander House Financial Services.
PEOPLE MOVES: Old Mutual Wealth, Enhance Group, LGT Vestra
Wealth management firm Old Mutual Wealth gears up for its proposed demerger and listing on the London and Johannesburg Stock Exchanges next year with a flurry of top level appointments. While Jersey-based wealth consultancy Enhance Group gets a new chief executive and chairman.