Dolfin has appointed Richard Gray as head of Investment Management, a newly created role within the firm.
In his new position, Gray will lead Dolfin’s investment team and further strengthen its asset management capabilities to best meet the needs of its private and institutional clients. His lengthy experience and depth of expertise in the generation of investment ideas and the construction of investment portfolios, will enable him to add further sophistication to Dolfin’s investment management approach, delivering in-depth qualitative and quantitative investment methodologies.
Gray joins Dolfin from ACPI, where he was co-gead of Institutional Wealth Management. Before ACPI, he was at Credit Suisse where he was the head of the Special Situations team and co-head of the Multi-Asset Group. Prior to that, he was an investment analyst at Credit Suisse and UBS. He managed the utilities research franchise at Credit Suisse and was co-head of UBS’s top-ranked utilities equity research team. Previously, he was co-head of UBS’s software & services equity research team.
Earlier in his career, with Threadneedle Investment Managers, Gray was the portfolio manager of a £500m+ equity fund which was actively invested in UK small- and mid-cap growth companies.