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.

September 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

Chief Operating Officer

Amir Nabi

Biography

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.

 

Contact Details

London

+44 (20) 7355 8954

[email protected]

LinkedIn

News
Research
Diary

Weathering the storm and mending the roof

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?

Amir Nabi
/ 16th June 2020

LSE trading delay an internal problem

Our COO, Amir Nabi, spoke to Rebekah Tunstead about the LSE’s recent trading delay and the challenges of maintaining complex technology infrastructures.

Amir Nabi
/ 19th August 2019

Taking the burden out of onboarding

Our COO, Amir Nabi, spoke with Citywealth Magazine about how we’re using technology to streamline the entire client journey.

Amir Nabi
/ 20th June 2019

thewealthnet: Wealth managers’ hybrid offerings not yet up to scratch against retail-friendly robos

Our COO, Amir Nabi, offers his thoughts on the role of technology in wealth management.

Amir Nabi
/ 18th April 2019