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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-09-2017
- Office Locations
- 3
Office Locations
About Dunhill Financial
Dunhill Financial is a London-based international financial planning and private wealth firm focused on US expats and cross-border needs across the US, UK, and Europe. It delivers fiduciary planning, bespoke HNW strategies, and US/UK/EU-compliant model portfolios across GBP, EUR, and USD, plus institutional model portfolio services. Its offerings include DF-Direct, a low-cost, no-minimum robo solution, and access via the Praemium International Platform (Morningstar).
Team overview
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Owner & Executives
BRIAN ROBIN DUNHILL
Managing Member
- CRD
- #4686593
- Ownership
- 75% or more
CEDRIC BERNIER
Financial Advisor
- CRD
- #6196747
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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Mathieu Allard Cyr
--
- CRD
- #8285614
Eric Lionel Frison
Associate
- CRD
- #8043817
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $601,407,957 | $353,978 |
| Non-Discretionary | $308,465 | $154,233 |
| Total | $601,716,422 | $353,743 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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