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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

Dolfin hires Credit Suisse and UBS veteran for new Head of Investment Management role

We have appointed Richard Gray as Head of Investment Management, a newly created role within our firm.

6 November 2018 /

In his new position, Richard will lead our investment team and further strengthen the asset management capabilities to best meet the needs of our private and institutional clients. His lengthy experience and depth of expertise in the generation of investment ideas and the construction of investment portfolios, will enable him to add further sophistication to Dolfin’s investment management approach, delivering in-depth qualitative and quantitative investment methodologies.

Richard joins Dolfin from ACPI, where he was Co-Head of Institutional Wealth Management. Before ACPI, Richard was at Credit Suisse where he was the head of the Special Situations team and co-head of the Multi-Asset Group. Prior to that, Richard was an investment analyst at Credit Suisse and UBS. He managed the utilities research franchise at Credit Suisse and was co-head of UBS’s top-ranked utilities equity research team. Previously, he was co-head of UBS’s software & services equity research team.

Earlier in his career, with Threadneedle Investment Managers, Richard was the portfolio manager of a £500m+ equity fund which was actively invested in UK small- and mid-cap growth companies.

Richard commented: “I’m excited to be joining Dolfin where I see a rare opportunity to harness the firm’s qualitative analysis together with its quantitative technology to create a truly modern investment process. This distinctive blend of human expertise and digital agility means we can offer component-based, flexible investment products that are very closely aligned with clients’ goals.”

Denis Nagy, CEO, said: “Having built a world-class custody platform and independent trading desk, we are now bolstering our investment capabilities. Richard’s breadth of experience across the gamut of market conditions, his pragmatic focus on offering compelling investment products, and his track record of leadership, make him highly valuable to our clients and I’m delighted to welcome him to the team.”

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.

Learn more

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.

Learn more