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.

June 2019 investment update

Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.

Networking and innovation: Highlights from FinanceMalta 2019

Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

Co-Founder and Chief Executive Officer

Denis Nagy

Biography

As CEO of Dolfin, Denis is responsible for both strategic and operational management of the firm. He has considerable experience in wealth management, investment banking and related regulatory matters acquired during a career in finance dating back to 2005.

Before establishing Dolfin, Denis was co-founder and CEO of a London-based, FSA-regulated investment boutique – which he sold to a Swiss private bank in 2012.

Prior to that, Denis worked – first with Sberbank then Credit Agricole Group’s Caylon unit – in variety of project and structured finance roles. He dealt with major oil & gas and metals & mining companies and was responsible for business development, in-depth financial analysis and management of corporate loans portfolios.

        

Contact Details

London

+44 (20) 3714 2244

[email protected]

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