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.
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 at the Landmark Hotel on 13 May.
This year, Dolfin has been shortlisted in two categories:
- Wealth Professional Award (Simon Black); and
- Software Innovators of the Year
“Our vision for the future of wealth management is bionic: combining human investment expertise with digital agility,” commented Dolfin CEO Denis Nagy. “So it’s a real honour to see the head of our investment team and our digital technology both shortlisted for Citywealth’s awards.”
Our vision for the future of wealth management is bionic: combining human investment expertise with digital agility
To vote for Simon Black in the Wealth Professional Award, click here.
To vote for Dolfin as Software Innovators of the Year, click here.
