Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Since the global financial crisis, the wealth industry has taken significant steps towards being a more transparent and open environment. But a paradox exists. On the one hand, clients are more aware than ever of the complexities of the financial and regulatory landscape, so they want an even closer relationship with their wealth manager. On the other hand, they demand the convenience, simplicity and low cost they’ve become accustomed to with smartphones and tablets.
Now we are seeing smaller firms emerge, firms that can leverage technology in a much more agile way than the larger firms can. They are tackling compliance, weeding out inefficiencies and delivering 21st century, tech-enabled client service. They’re building platforms that appeal to clients and wealth managers alike.
Join this session to hear from our CEO why he believes Dolfin is a new kind of wealth management business, one in which technology enhances human investment expertise and client interactions. Then Nick and Simon – with their combined 40 years of experience in private wealth – will share why they joined Dolfin and how they see it benefiting their clients.
The briefing will be followed by an opportunity to chat to more of the Dolfin team and its partners over drinks and canapés
|17:00||Welcome and registration|
|17:30||An introduction to Dolfin - Denis Nagy, CEO|
|17:40||Dolfin in private wealth - Nick McCall, Head of Wealth Management - Simon Black, Senior Wealth Manager|
|18:00||Networking over drinks and canapés|