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Head of Investment Management
Specialism: Private Bankers & Investment Managers
Location: London, England
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.
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