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.

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

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 CEO to speak at Wealth Summit 2020

Dolfin CEO Denis Nagy will be speaking at Wealth Summit 2020 this month alongside senior executives at Julius Baer, C. Hoare & Co, and Lombard Odier.

2 March 2020 / News

Taking place in London on 11 and 12 March 2020, Marketforce’s Investment Innovators: Wealth Summit 2020 is an opportunity to hear from leading private banks, wealth managers, family offices, asset managers and wealthtechs from all over Europe. They will gather and discuss what the next decade of innovation in the industry will look like.

Our CEO, Denis Nagy, will be part of a panel in the ‘Future clients, future demands’ stream on 12 March that will discuss ‘Predicting the evolution of future client expectations: where will the balance between human and digital lie?’

The topic of balancing human interaction with digital enhancement is of particular interest to Denis who wrote about it in the pages of Dolfin Diary last year,  declaring that the future of wealth management is bionic.

On 12 March, Denis will be joined by fellow panelists:

  • Annabel Bosman, Head of Relationship Management, RBC Wealth Management
  • James Richardson, Head of WealthPilot, Brewin Dolphin
  • Natasha Williams, Head of Private Office, LGT Vestra

For more information about the event, which also features Steven Cooper of C. Hoare & Co, David Durlacher of Julius Baer, and Charlotte Ransom of Netweath, visit Marketforce’s website.

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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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