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Dolfin appoints advisory panel

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Independent wealth management platform Dolfin has announced the formation of an advisory panel consisting of four seasoned financial services specialists with impressive reputations – Rodney Baker-Bates, Stephen Kingsley, David Roper, and Roger Sanders OBE.

The four join Dolfin Group co-founder Roman Joukovski on the new panel.
 
The advisers – whose complementary skills and collective experience span wealth and investment management, consultancy, change management and audit – will work closely with Dolfin’s existing board of directors, providing strategic thinking and counsel.

During a 50-year career, Baker-Bates spent a decade in management consulting, moving into banking with Chase Manhattan Bank then Midland Bank. He is a Fellow of the Institute of Chartered Accountants, an Associate of the Institute of Management Consultants and a Fellow of the Chartered Institute of Bankers.

With 40 years in financial services, Kingsley’s focus has been on banks and investment firms, as an auditor and consultant, later as a non-executive director and as an expert witness in banking and regulatory disputes. He is a Fellow of the Institute of Chartered Accountants and a Member of the Academy of Experts.

Roper has over 30 years’ experience in the financial sector focussing on long term savings and wealth management, with extensive experience in regulatory reporting. He currently chairs the Audit Committee of Atom Bank.

Sanders is director of workplace distribution and industry affairs at Lighthouse Group: He is also a director of Lighthouse Benefits Ltd, the sponsor of Lighthouse Group’s master trust, and trustee at the Corporate Pensions Trust. He was awarded an OBE in 2002 for services to financial services regulation.

After 15 years in private client wealth management and investment banking, Joukovski co-founded the Dolfin Group in 2013. This followed a decade during which he was one of the founders of a small UK wealth manager and was instrumental in growing that business into one of London’s largest multi-family offices. Joukovski’s early career was in structured and corporate finance with firms such as Deutsche Bank and Ernst & Young.

 

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