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

clock • 2 min read

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...

To continue reading this article...

Join International Investment

Join International Investment today

Unlock members-only benefits:

  • Unlimited access to real-time news, industry insights, video features and market intelligence
  • Stay ahead of the curve with spotlights on international financial centres, regional trends international advice and global industry leaders
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Hear the latest cross jurisdictional developments in wealth planning, tax, regulation, investing, retirement and protection
  • Members-only access to the Editor’s weekly news roundup newsletter
  • Members-only access to analysis via our exclusive industry polls
  • Be the first to hear about our events and awards programmes

Join now

 

Already a International Investment member?

Login

Author spotlight

Christopher Copper-Ind

Christopher Copper-Ind is editor-in-chief of International Investment. Before this, he was editorial director of The Business Year, from 2014 to 2017.