Bringing you live news and features since 2006 

Dolfin hires Head of Technology

RELATED TOPICS​

Independent wealth management platform Dolfin has appointed Richard Webb as Head of Technology. In this newly created role, Webb will oversee Dolfin’s technology and infrastructure strategy and lead the development of its digital wealth management offering.

Webb joins with over 20 years’ experience leading IT, change management and digital transformation projects. As a consultant across hedge funds, investment banks and retail banking, he led teams at CQS Management, RBS Global Banking, UBS Investment Bank and Accenture. More recently, Webb has successfully built and managed hedge fund technology platforms for the likes of Rokos Capital Management and COMAC Capital as Head of Enterprise Technology and Chief Technology Officer respectively.
 
At Dolfin, Webb will report to Amir Nabi, Dolfin’s Chief Operating Officer, and be responsible for driving the firm’s technology offering and completing the build of its end-to-end wealth management platform. This includes transforming its existing infrastructure, as well as developing and implementing new strategies to evolve Dolfin’s operations.
 
Webb has been working with Dolfin on a consultancy basis since 2018. During this time he led the development of two significant projects: myDolfin, which gives clients more visibility and control over their accounts online, and; Dolfin’s CRM onboarding platform, which helps advisers set-up Dolfin accounts for their clients by streamlining processes like KYC and AML
 
Both projects are in beta testing now and will be rolled out – like all Dolfin technology is – first to Dolfin’s internal teams, then to financial advisers who use the Dolfin platform, and finally to end clients.
 
Webb says: “Dolfin is using technology to transform the way private clients and their advisers approach wealth management by enhancing rather than replacing human interaction. I see a rare opportunity to harness the firm’s resources to create a truly compelling and agile technological offering for the wealth management market.”
 
Nabi says: “Technology has long been at the heart of our approach and a driver of our growth. Richard brings with him impressive industry experience. His addition to our leadership team is testament to our dedication to combining the best of human expertise with the smartest use of technology to make the Dolfin experience second to none for our clients.”

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by