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.
Each year the Citywealth Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow. The philosophy of the contest is to support future leaders who excel at work but who also make an important contribution to society.
This year, Dolfin has been nominated in the following two categories:
- Future Leader Initiative of the Year: Anny Giavelli. To vote for Anny, please click here.
- Assistant Private Banker/Investment Manager of the Year (0-5 years): Joseph Casanova. To vote for Joseph, please click here.
The shortlisting follows the news earlier on in the year that Dolfin had been nominated in two categories at Citywealth’s Magic Circle awards, shortlisted in six categories for WealthBriefing’s Eighth Annual European Awards and shortlisted twice in the Citywealth Brand Management and Reputation Awards.
As a relatively close knit business, our focus on leadership and succession planning helps to make way for the next generation of successful business leaders.
Simon Black, Head of Investment Management said: “Change is not a new concept but Covid-19 has further highlighted the importance of change management. As a relatively close knit business, our focus on leadership and succession planning helps to make way for the next generation of successful business leaders. So it’s a real honour to see two members of our team shortlisted for these awards.”
The shortlist is based on submissions, judges’ recommendation and editorial research. To see the full shortlist, please click here. The winners will be announced at the awards ceremony on 11 November 2020. Voting closes on 17 October 2020.
