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.

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 supports Shine

At the invitation of a client, senior members of the Dolfin team took part in the inaugural Time to Shine gala

25 October 2019 / News

Earlier this month, CEO Denis Nagy, COO Amir Nabi, and Head of Investment Management Simon Black accompanied one of our clients to the inaugural Time to Shine gala, a night of educational fundraising at the Great Hall of the University of Manchester, where an incredible £220,000 was raised from pledges on the night.  The aim was to promote the work Shine UK does to raise the attainment of children from low income homes across the North of England.

Nabi described the gala as a “brilliant initiative containing some inspiring speeches” that came from, amongst others, ex Manchester United and England footballer Gary Neville, local Head teacher Chris Dyson, and Baroness Sue Campbell. The latter commented that, “education isn’t about the subject, it’s about connecting with people and helping them grow”.

We are proud to be associated with this inspiring evening of conversations, aiming to promote and encourage educational equality. Nagy commented that, “as a wealth manager, we have a close affinity with the excellent work the Shine Trust does to empower future generations”.

Indeed, that desire to empower future generations is a driving force behind much of Dolfin’s charity work which has included supporting the Muscle Warriors with Duchenne Muscular Dystrophy and raising funds for the Muscle Help Foundation by completing both the Three Peaks Challenge and more recently, the Tough Mudder.

Shine was established in 1999 and since then has invested over £27 million in projects benefiting almost a million disadvantaged children from 15,000 schools. Please visit the Shine website to learn more about the inspirational work they do to empower and encourage children from low income homes across the North of England.

To see more pictures from the night, please follow our Instagram channel which offers a behind the scenes look at Dolfin and our people.

 

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Dolfin Quarterly magazine now available online

For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.

Denis Nagy
/ 5 August 2019

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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