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.

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.

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

Dolfin’s response to Covid-19

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
/ 7 May 2020

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