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:
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.
In light of concerns about the coronavirus (Covid-19) here are the precautionary measures we are taking to safeguard the health of our team, act as responsible members of the community at large, and ensure uninterrupted, high-quality service to our clients and partners.
Dolfin sponsored the recent Noah’s Ark race night. COO Amir Nabi was there on the night to help raise funds for the children’s hospice.
During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.
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 moreFounded 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 moreWe pride ourselves on our ability to help. Please get in touch.
Contact us