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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

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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