Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Our January investment update is now available to download.
The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.
Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.
Dolfin CEO Denis Nagy will be speaking at Wealth Summit 2020 this month alongside senior executives at Julius Baer, C. Hoare & Co, and Lombard Odier.
Dolfin has been shortlisted in a total of six categories for WealthBriefing’s Eighth Annual European Awards. The shortlisted categories include recognition at both a company and individual level.
Our latest DQ magazine is now available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Winter 2020 issue as a PDF.
Dolfin has been shortlisted for Software Innovators of the Year and our Head of Investment Management, Simon Black, has been shortlisted for the Wealth Professional Award in this year’s Citywealth Magic Circle Awards. Voting closes on 15 April 2020.
Last quarter, Dolfin hosted an event to showcase one of the family offices on its platform, Altaira Wealth Management.
