Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers. Read more in our October monthly investment update, now available to download and view online.
With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.
Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.
Amir is responsible for all aspects of Dolfin’s operations. This includes investment operations, risk, legal, IT, HR, and administration.
Amir joined Dolfin in 2015 from Lucidus Capital Partners, where he was COO and specifically focused on risk, compliance, and marketing. Prior to that, he was part of Caxton Europe Asset Management’s middle office team. Amir was instrumental in Caxton’s spin out of Lucidus in 2011, leading to his appointment as COO of the newly independent investment manager.
Before joining Caxton in 2010, Amir was with Morgan Stanley where he spent five years across a number operational and project management roles covering cash, derivatives and structured products.
We have appointed Richard Webb as Head of Technology. In the newly created role, Richard will oversee our technology and infrastructure strategy and lead the development of our digital wealth management offering.
Duchenne Muscular Dystrophy is a severe muscle wasting condition that affects young boys. It’s characterised by progressive muscle degeneration, which weakens the muscles and affects mobility. Sufferers typically start developing symptoms around age four and the impact of the disease on the leg muscles usually results in most being unable to walk by the age of 12.
Carrying out due diligence for new clients can be time-consuming and laborious, but automating the process through regtech could be a game-changer.
Our COO, Amir Nabi, spoke to Rebekah Tunstead about the LSE's recent trading delay and the challenges of maintaining complex technology infrastructures.
