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.

Making sense of macro data when the data doesn’t make sense

In this week's episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Charles Dumas, Chief Economist at TS Lombard. Together they try and make sense...

Riding the wave together

As the world begins its first tentative steps out of lockdown, Dolfin’s Head of Business Development Georgios Ercan and Head of Investment Management Simon Black reflect on the preoccupations our clients have expressed during the Covid-19 crisis

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

Organisational announcement

Dolfin Financial (UK) Ltd (Dolfin), announced today the resignation of Denis Nagy, Co-Founder and Chief Executive Officer. Denis has played a key role in building Dolfin since it was established in 2013 and we are grateful for his commitment.

6 May 2020 / News

Dolfin Financial (UK) Ltd (Dolfin), announced today the resignation of Denis Nagy, Co-Founder and Chief Executive Officer. Denis has played a key role in building Dolfin since it was established in 2013 and we are grateful for his commitment.

The last two years have been a period of substantial growth for Dolfin. We now look after more than $4bn of client assets with a team of over 130 talented people who demonstrate an unwavering commitment to their clients. Following this period of growth, our leadership team, including Mr Nagy, recognised that the firm needed to enhance its current corporate structure into one better suited to a firm of our increased size.

“I am proud of Dolfin’s progress, and now recognise that this is the right time for me to hand over the reins allowing me to focus on other business opportunities.” said Mr Nagy.

A robust CEO recruitment process was kicked off earlier this year and we’re pleased to have identified a preferred CEO candidate, subject to the normal Financial Conduct Authority approval process. We are confident that this candidate’s expertise and experience will add immediate value to Dolfin.

“Denis played a huge part in Dolfin’s successes over the past seven years and we are deeply grateful for his contributions and commitment,” commented Amir Nabi, Chief Operating Officer.

Over the coming months we will be working tirelessly to ensure the smooth transition of leadership. We are excited by the direction of the firm and its future.

Read More

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