Bringing you live news and features since 2006 

Dolfin launches Private Investment Club

RELATED TOPICS​

Wealth management platform Dolfin has launched an innovative Private Investment Club, giving its clients exclusive access to pre-screened investment opportunities across a range of sectors and global regions.

Simon Black, Head of Investment Management at Dolfin, explains that the driver behind the launch came from a client perspective. “We increasingly have clients who are looking at the economic environment and saying: ‘How can I generate real returns over the next five to 10 years?’” he says.

 
Black says that part of those conversations is creating investment opportunities for clients showing where they can be involved and included in the process but have holdings that generate real returns.
 
“The Private Investment Club provides a platform for clients to co-invest alongside each other into opportunities that we have identified,” Black says. “We present the opportunities and give the clients a chance to meet management and come to their own conclusions and allocate through direct investment, from GBP100,000, along with other clients, giving them a chance to build up a nicely diversified portfolio with direct opportunities.”
 
The opportunities have come from inbound requests from entrepreneurs or founders of smaller companies. “A lot of it is word of mouth,” Black says. “We work with a small number of venture capital funds so we receive these inbound enquiries and sometimes we have clients who are already invested and there is another round of fund raising looking for new investors to come in.”
 
The sectors are quite varied across health, agriculture, education and clean technology – often technology led in each area as the companies are focused on scalable next generation development, but there has also been an investment in the food and beverage sector. Geographically, the companies have been based in Germany, the UK, the US, Sweden and China, although all the analysis is done from the Dolfin home office in London.
“There are some other companies that try to do this kind of thing, but the difference is that we are not systematically selling a huge portfolio of opportunities, all live at the same time,” Black says. “Rather, for us, it’s an ongoing process of research and education – both on the companies we come across and our clients – to match the right opportunity with the right client.”
 

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
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..

Related Articles

ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
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...
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