Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.
A new generation of high-net-worth individuals are demanding new levels of luxury and one-of-a-kind experiences from their holidays – and the industry is stepping up to provide for them.
For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.
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.
