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Simon Black

Head of Investment Management

Specialism: Private Bankers & Investment Managers

Company: Dolfin

Location: London, England

Citywealth rating

4.333335
Average: 4.3 (3 votes)
Fee Level:
4.333335
Average: 4.3 (3 votes)
Quality of Advice
4.333335
Average: 4.3 (3 votes)
Communications Skills
4.333335
Average: 4.3 (3 votes)
Interpersonal Skills
4.333335
Average: 4.3 (3 votes)
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Private client review:

Very professional wealth advisor who has managed my wealth for over 2 years, I am satisfied with the return and quality of service that Simon and his colleagues provide.

Bihan Yang    N/A   
10 Oct 2019

Co-worker review:

Works long hours to deliver a very comprehensive discretionary offering.

Kevin Sullivan    Dolfin   
18 Jul 2019

Co-worker review:

Impressive professional with a high level of integrity and expertise.

17 Jul 2019

Co-worker review:

A pleasure to work with: smart, pragmatic, no-nonsense. Simon excels at uncovering opportunities for his clients.

17 Jul 2019

Peer review:

Excellent approach to investment, no nonsense & clear communication.

03 Jul 2019

Start Ratings
Written Review
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Simon joined Dolfin in September 2018 and become 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 families across the UK and Europe. His most recent role there was as Chief Investment Officer. Simon is a Chartered Finanical Analyst. He holds an MSc in Financial Analysis and Fund Management and a BA Hons in Economics with French and Finance.  
 

2019 

Simon Black currently has no Citywealth award

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Simon Black currently has not indicated if they have a fixed fee offering

50 Berkeley Street

London W1J 8HA

T: +44 20 3883 1800

https://dolfin.com

Private client review:

Very professional wealth advisor who has managed my wealth for over 2 years, I am satisfied with the return and quality of service that Simon and his colleagues provide.

Bihan Yang    N/A   
10 Oct 2019

Co-worker review:

Works long hours to deliver a very comprehensive discretionary offering.

Kevin Sullivan    Dolfin   
18 Jul 2019

Co-worker review:

Impressive professional with a high level of integrity and expertise.

17 Jul 2019

Co-worker review:

A pleasure to work with: smart, pragmatic, no-nonsense. Simon excels at uncovering opportunities for his clients.

17 Jul 2019

Peer review:

Excellent approach to investment, no nonsense & clear communication.

03 Jul 2019

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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