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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

Dolfin appoints advisory panel amidst continued growth

Four seasoned financial services specialists with impressive reputations – Rodney Baker-Bates, Stephen Kingsley, David Roper, and Roger Sanders OBE – join the new panel.

30 April 2019 / News

We are delighted to announce the formation of an advisory panel. Four seasoned financial services specialists with impressive reputations – Rodney Baker-Bates, Stephen Kingsley, David Roper, and Roger Sanders OBE – have been appointed to join Dolfin Group co-founder Roman Joukovski on the new panel.

The advisers – whose complementary skills and collective experience span wealth and investment management, consultancy, change management and audit – will work closely with Dolfin’s existing board of directors, providing strategic thinking and counsel.

The panel consists of:

  • Rodney Baker-Bates, chairman of insurance broker Willis: During a 50-year career, Rodney spent a decade in management consulting, moving into banking with Chase Manhattan Bank then Midland Bank. He is a Fellow of the Institute of Chartered Accountants, an Associate of the Institute of Management Consultants and a Fellow of the Chartered Institute of Bankers.
  • Stephen Kingsley, former partner at FTI Consulting: With 40 years in financial services, Stephen’s focus has been on banks and investment firms, as an auditor and consultant, later as a non-executive director and as an expert witness in banking and regulatory disputes. He is a Fellow of the Institute of Chartered Accountants and a Member of the Academy of Experts.
  • David Roper, former financial services partner at PwC: David has over 30 years’ experience in the financial sector focussing on long term savings and wealth management, with extensive experience in regulatory reporting. He currently chairs the Audit Committee of Atom Bank.
  • Roger Sanders OBE, director of workplace distribution and industry affairs at Lighthouse Group: Roger is also a director of Lighthouse Benefits Ltd, the sponsor of Lighthouse Group’s master trust, and trustee at the Corporate Pensions Trust. He was awarded an OBE in 2002 for services to financial services regulation.
  • Roman Joukovski, co-founder of the Dolfin Group: After 15 years in private client wealth management and investment banking, Roman co-founded the Dolfin Group in 2013. This followed a decade during which he was one of the founders of a small UK wealth manager and was instrumental in growing that business into one of London’s largest multi-family offices. Roman’s early career was in structured and corporate finance with firms such as Deutsche Bank and Ernst & Young.

“We are thrilled to have attracted an advisory panel of such an extraordinarily high calibre,” – Denis Nagy, CEO at Dolfin.

“We are thrilled to have attracted an advisory panel of such an extraordinarily high calibre,” said Denis Nagy, CEO at Dolfin. “In the last 12 months, we’ve doubled our footprint in private wealth management with the acquisition of Falcon Private Wealth (UK); extended our Maltese business with an investment services licence upgrade; and delivered the first release of our bespoke wealthtech offering. Each member of our panel brings distinct experience to bear on the challenge of maximising these existing opportunities, while guiding us through the next phase of our growth.”

Details on the members of Dolfin’s advisory panel and the rest of its leadership team can be found here

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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