Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Organised by financial publisher Citywealth, the well-regarded Magic Circle Awards are held annually in the Spring to find the best advisers and managers in the industry. Entries can either be by nomination from the industry or companies can also send in detailed submissions. All entries for each category are then shortlisted as finalists by a judging panel featuring ten global industry experts. The voting, which is open now, happens online and the results will be announced at a ceremony on 16 May.
This year, Dolfin has been shortlisted in two categories:
- Industry Newcomer of the Year; and
- Innovation of the Year
“Over the last few years, we’ve become one of London’s fastest growing wealth managers, while building a platform offering highly diverse and innovative products to our clients,” commented Dolfin CEO Denis Nagy. “It’s now a real honour to be shortlisted for Citywealth’s awards and to find ourselves amongst some very respected peers in our sector.”