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.

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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 shortlisted six times in WealthBriefing European Awards

Dolfin has been shortlisted in six categories for WealthBriefing’s Eighth Annual European Awards. The shortlisted categories include recognition at both a company and individual level.

24 February 2020 / News

WealthBriefing Magazine’s European Awards are focused on three main areas: experts, products and services for wealth managers and clients/institutions of all sizes and types.

Independence, integrity and genuine insight are the watchwords of the judging process, which will be conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector. The awards ceremony will be held on 23 April at the DeVere Connaught Rooms.

This year, Dolfin has been nominated in the following categories:

  • External Asset Management Platform and Offering
  • Platform Provider
  • Best Marketing or PR Campaign
  • Innovative Client Solution
  • Global Custodian to Private Client Solution
  • Leading Individual Adviser – Simon Black, Dolfin’s Head of Investment Management

The shortlisting follows the news earlier in February that Dolfin had been nominated in two categories at Citywealth’s Magic Circle awards, more here.

It’s a real honour to see the head of our investment team, our digital technology and client solutions shortlisted.

Denis Nagy, CEO of Dolfin said: “Our vision for the future of wealth management is bionic: combining human investment expertise with digital agility. So it’s a real honour to see the head of our investment team, our digital technology and client solutions shortlisted for the WealthBriefing and Citywealth’s awards.”

Please click here for further details about the WealthBriefing European Awards 2020, including a full list of finalists.

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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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