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.

Green bonds vs SDG bonds

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.

Finding a balance

After years of extremes, luxury property design trends appear to be approaching a middle way at the dawn of the 2020s.

Dolfin shortlisted six times in WealthBriefing European Awards

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.

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]

LinkedIn

News

Dolfin Quarterly magazine now available online

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.

Denis Nagy
/ 5 August 2019
Research
Diary
In the press