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November 6, 2019

Wealth platform Dolfin unveils Private Investment Club

Wealth management platform has introduced the Dolfin Private Investment Club, aimed at offering exposure to investment opportunities across multiple geographies and sectors.

Through the new proposition, investors can get hold of deals that are evaluated by experts.

At the same time, investors can have control of the amount they intend to invest.

The new offering can be availed by existing Dolfin clients, who can access both advised and non-advised investment opportunities across equity, mezzanine and debt markets, the firm noted.

It will provide exposure to fintech, medtech and agtech sectors, among others, in the UK, Europe, Africa as well as the Far East.

Dolfin head of investment management Simon Black said: “The Dolfin Private Investment Club enhances our offering by allowing clients who qualify to construct their own direct venture capital investment portfolio in companies around the world in a number of different sectors.

“They do this through a user-friendly investor portal with the support of – and access to – Dolfin’s expertise. Many of our more sophisticated clients are concerned about how they can generate real returns over the next five to ten years and we believe that this is part of the solution.”

This May, Dolfin acquired Falcon Private Wealth – the UK arm of Switzerland’s Falcon Private Bank.

Around 300 clients, 14 staff and $800m in assets were transferred to Dolfin as part of the deal.

Earlier this year, Dolfin received investment services licence upgrade in Malta, enabling the firm to conduct principal trading on the Malta Stock Exchange.

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