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.

The road ahead for electric vehicles

This week on Dolfin Discussions, James Gutman - our Head of investment Portfolios - is joined by Investment Associate Anny Giavelli and special guest Ellen Hughes-Cromwick, Senior Resident Fellow for...

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Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

Dolfin shortlisted for Citywealth’s Magic Circle Awards 2020

Dolfin has been shortlisted for Software Innovators of the Year and our Head of Investment Management, Simon Black, has been shortlisted for the Wealth Professional Award in this year’s Citywealth Magic Circle Awards. Voting closes on 15 April 2020.

3 February 2020 / News

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.

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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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