Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
All nine of our discretionary portfolios ended positive for the month of June, while eight out of nine are positive year to date. Our July monthly investment update is now available to download.
Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.
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.
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.
The Review, the Journal of the Chartered Institute for Securities & Investment, spoke to Dolfin COO Amir Nabi about how
the Covid-19 crisis has tested businesses’ continuity planning to the limit. How well prepared have firms been for such an event, and how will their operations change in future as a result?
Our COO, Amir Nabi, spoke to Rebekah Tunstead about the LSE’s recent trading delay and the challenges of maintaining complex technology infrastructures.
Our COO, Amir Nabi, spoke with Citywealth Magazine about how we’re using technology to streamline the entire client journey.
Our COO, Amir Nabi, offers his thoughts on the role of technology in wealth management.
