• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      International Investment Nordic Forum 2021

      International Investment is delighted to announce the 2021 International Investment Nordic Forum which will take place on Tuesday March 9, at 9am (GMT). This curated virtual event will be broadcast live and will feature a series of fund manager interviews and presentations, as well as interviews with some of the Nordic regions top fund selectors.

      • Date: 09 Mar 2021
      • ONLINE, ONLINE
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video
  • Business Development

Dolfin acquires business from UK subsidiary of Falcon Private Bank

Dolfin acquires business from UK subsidiary of Falcon Private Bank
  • Christopher Copper-Ind
  • @intlinvestment
  • 18 February 2019
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

Dolfin, the independent, London-headquartered wealth management group, and the Swiss-based Falcon Private Bank announced today Dolfin's acquisition of the business of Falcon's UK subsidiary, Falcon Private Wealth Ltd.

Dolfin - which will become an external asset manager to Falcon Private Bank - will broaden its client base and add about $1bn of client assets. This news means these clients will now be able to benefit from Dolfin's diverse range of wealth management solutions, private investment opportunities and other ancillary services such as payment accounts and cards. With a number of Falcon staff expected to transfer to Dolfin, clients will keep their key staff contacts, and retain the same custody and fee arrangements.

Related articles

  • Dolfin acquires Falcon's UK subsidiary business
  • Dolfin gets custody, depositary, execution licence in Malta
  • Dolfin acquistion of Falcon Private Wealth business takes client assets to $3bn
  • Dolfin inks partnership with Altaira Wealth Management for family office offering

Falcon Private Bank CEO Martin Keller stated: "We are focused on the delivery of our strategic priorities. While I regret our withdrawal from the UK market, this is the right step for Falcon to take. I am pleased about this agreement with Dolfin, a highly reputable wealth management firm that will guarantee the same exceptional service for our UK clients."

Denis Nagy, CEO of Dolfin, said: "We are delighted to be announcing this exciting development which provides us with a strong platform for growth and is a further step in the delivery of our objectives. Falcon has a strong client base in the UK and we're proud that we will be able to give them an extended suite of services through our offices in London and Malta - including custody, execution and investment management."

Dolfin's recently appointed Head of Wealth Management, Nick McCall, commented: "As a former CEO of Falcon Private Wealth, I know many of its existing clients well. I look forward to welcoming them to the Dolfin platform."

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Business Development
  • Wealth management
  • Dolfin
  • Swiss-based
  • Falcon Private Bank
  • UK
  • Falcon
  • Falcon Private Wealth
  • Mergers and Acquisitions

More on Business Development

Hawksford secures European private equity investor

  • Business Development
  • 01 March 2021
Jupiter shakes off £4bn outflows as Merian deal drives AuM to record high

  • Wealth management
  • 26 February 2021
St James's Place predicts £200bn AuM by 2025 despite job cuts

  • Business Development
  • 25 February 2021
Majority of Singaporeans forced to reduce savings due to pandemic: research

  • Wealth management
  • 24 February 2021
HSBC AM unveils new alternatives investment team

  • Alternative
  • 17 February 2021
Back to Top

Most read

EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
Global UHNWI population to grow by 27% over the next five years: Knight Frank
Global UHNWI population to grow by 27% over the next five years: Knight Frank
Amati Global Investors launches strategic metals fund
Amati Global Investors launches strategic metals fund
Aviva announces exit from Turkey
Aviva announces exit from Turkey
Aviva approves sale of its French business for €3.2bn
Aviva approves sale of its French business for €3.2bn
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading