Tech IFA Dolfin strikes deal with Alexander House

Dolfin, the technology-oriented investment firm, has formed a strategic partnership with Alexander House Financial Services, one of the fastest-growing national, chartered IFAs in the UK.

As part of the agreement, Dolfin has acquired a significant equity stake in Alexander House, which is an appointed representative of the UK’s largest distributor of financial advice, Intrinsic.

Dolfin will support Alexander House by providing investment capital to enhance the firm’s business development efforts – notably its marketing, client acquisition, ongoing innovation and technological enhancements. Alexander House and its client base will benefit from Dolfin’s asset management capability and experience in both the international and institutional markets.

The partnership reflects Dolfin’s broader strategic focus of enabling professional financial advisers to enhance their client propositions through the use of market-leading infrastructure and services.

Denis Nagy, CEO, Dolfin said: “Alexander House is one of the UK’s top financial advisers, and its talented team, under Nick Kelly’s entrepreneurial leadership, offers a diverse range of services and transparent fee structure. It is a highly respected business and we are excited about this mutually beneficial strategic partnership.”

Nick Kelly, Founder & CEO, Alexander House, added: “Dolfin’s technology-driven approach will allow us to expand our offering and deliver an enhanced service to our clients. Dolfin is a true strategic partner and we intend to explore closer collaboration as our relationship develops.”

Last month, Alexander House announced that Steve Braidford would be joining its board as Managing Director. Braidford was a founding MD of Sandringham Financial Partners.

ABOUT THE AUTHOR
Gary Robinson
Head of Video and Ezines at Open Door Media Publishing. An experienced journalist and filmmaker with more than 20 years' financial services experience, both as journalist and originally as a fully qualified IFA, Gary works across both International Investment and InvestmentEurope titles. Previous video production credits include projects on BBC, C4 and SKY.

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