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.

Dolfin at Binary District x Strelka summer programme ‘Digital Economy’

On 28 August 2018, Dolfin’s CEO Denis Nagy has took part in a panel discussion on ‘Infrastructure and regulation of the digital economy’ at the Strelka Institute in Moscow.

6 September 2018 / News
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Dolfin

This was the first event in a three-day conference «Digital economy: prospects for Russia» focused on establishing the conditions needed to create a thriving digital economy.

Denis has spoken alongside Sasha Ivanov, Founder and CEO of Waves and the Vostok project, Nikolay Tsekhomskiy, the Deputy chairman of board at Vnesheconombank, and others. The discussion was moderated by David Rowan, the Founding Editor of WIRED UK.

In his talk, Denis analysed the impact of technology on the wealth management industry, focusing on the evolving client expectations, the key technologies to transform the finance sector today, and the promise of technology for a new era of finance. Please see the highlights below, or watch the full video on YouTube.

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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