Founded as a London-based boutique in 2013, today – with an international presence and our own technology – we serve private clients and their advisers with diversified wealth management solutions, including custody, execution and investment management.
Although we now look after more than $4.3bn of client assets and handle around $650m of brokerage flow every month, the commitment that drove us in those early days endures: we are our clients’ platform of choice because we think differently and act faster than most.
Georgios joined Dolfin in March 2016. He has global responsibility for sales, including the acquisition and management of financial intermediaries, institutional clients and private HNW and UHNW individuals. He deals in all asset classes and works closely with the Investment Management, Trading and Structuring teams.
Before joining Dolfin, Georgios built up eight years of experience at Credit Suisse, managing relationships with clients from Greece and Cyprus as well as Eastern Europe, Russia and CIS.
Georgios began his wealth management career at Royal Bank of Canada, covering resident non-domiciled clients in the UK.
An MCSI Chartered Wealth Manager, since 2009 George has been registered with the FCA to advise and deal on behalf of clients. He is also a Board Member of the Hellenic Bankers Association UK.