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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

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.

 

Read More

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

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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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