Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
In this latest excerpt from our Q1 2020 investment outlook, Dolfin Credit Analyst Geoff Wan discusses the green bond market, how it has grown over the last few years, and looks to the future and introduction of the SDG (Sustainable Development Goals) format.
After years of extremes, luxury property design trends appear to be approaching a middle way at the dawn of the 2020s.
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.
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.
