Dolfin acquistion of Falcon Private Wealth business takes client assets to $3bn

Dolfin, the independent UK-based wealth management firm founded in 2013, has completed its acquisition of the business of Falcon Private Wealth, also based in London. The transaction expands and diversifies Dolfin's client base considerably, adding around 300 new wealth management accounts to the business, with an additional $800m of client assets bringing the total of Dolfin's client assets to more than $3bn. The completion of the deal is testimony to the flexibility and scalability in...