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.

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Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

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Dolfin’s Head of Investment Management shortlisted in Future Leaders Awards 2019

Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.

16 July 2019 /

Citywealth Magazine, the well-regarded publication for private wealth management professionals, recently held an open call to those aged 40 or under in the wealth management industry in search of the next ‘future leaders’. It wanted to know about their interesting deals and cases, the responsibilities they hold within their organisation, their hobbies outside of work, their philanthropic efforts, as well as a funny story or anecdote to share from their working life so far.

The result, after much deliberation by a senior panel of industry leaders and the Citywealth editorial team, is its 2019 Top 100 Future Leaders List, “the ‘superadvisors’ of the next generation”, as the publication calls them.

We’re proud to say that not only is Dolfin’s Head of Investment Management, Simon Black, on the prestigious list but he has been shortlisted in two categories in the Future Leaders Awards 2019 to be held in Mayfair on 13 November:

  • Investment/Portfolio Director of the Year
  • Financial Advisory/UHNW Services Individual of the Year

To vote for Simon, please visit his profile on Citywealth’s website then click on the – appropriately black – ‘Vote for Simon Black’ button.

 

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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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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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