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 cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

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
Author
Quoted

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.

Read More

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

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