Investment accounts

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

September 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

The future of finance today – hosted by Dolfin and London Business School

Join us for a briefing on disruptive forces in the financial industry and a discussion on current and future career opportunities – both at Dolfin and beyond.

28 November 2019, 16:00-18:00 / 50 Berkeley Street, London, W1J 8HA

We invite students and graduates for an informal discussion on the recent trends in the finance industry and the disruptive forces that are reshaping the sector today: from technology, through regulation, to geopolitics.

You will have the opportunity to hear from Dolfin’s CEO and COO, both London Business School Alumni, on their experience of launching  and leading a successful business in the wealth management sector. Denis and Amir will also share their insight about Dolfin – a company they founded 6 years ago, after graduating from LBS – touching upon its current structure, future growth, and employment opportunities.

This event is organised in partnership with London Business School. The briefing will be followed by a chance to network over drinks with your peers and representatives from across Dolfin’s business.

Join the conversation on social media with #DolfinCareers.

Agenda

16:00Welcome and registration
16:15Business background by Denis Nagy, CEO
16:30Infrastructure and plans for the future by Amir Nabi, COO
16:45Meet Dolfin team
18:00Close

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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