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.

June 2019 investment update

Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.

Networking and innovation: Highlights from FinanceMalta 2019

Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

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.

13 September 2018, 17:00 / 50 Berkeley Street, London, W1J 8HA

We invite students and graduates for an evening of 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 and Brexit.

You will have the opportunity to hear from Dolfin’s CEO and COO, both London Business School Alumni, on their experience in wealth management and fintech. Denis Nagy and Amir Nabi will also share their insight about Dolfin – a company they founded 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.

This event is now full and we are not accepting any more registrations.

Agenda

17:00Welcome and registration
17:20Business background by Denis Nagy, CEO
17:35Infrastructure and plans for the future by Amir Nabi, COO
17:50Meet some of the Dolfin team • HR - Kady Morgan (Senior HR Manager) • HR - Sarah Collins (HR Administrator) • Sales – Georgios Ercan (Head of Sales) • Sales – Giles Cheney (Head of China Desk) • Investment Management – Mikhail Trebunskikh (Equities Portfolio Manager) • Investment Management – Joshua Jarvis (Investment Advisor) • Quantitative Development – Aleksandr Brilkov (Head of Quant Development) • Legal & Compliance – Deanna Zhan (Head of Legal) • Legal & Compliance – Oliver Rodwell (Head of Compliance Development)
19:00Close

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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