Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Joseph Casanova joined Dolfin in May 2019. He started his career as a financial analyst at JPMorgan Chase then joined an independent global wealth manager. As a Portfolio Manager in this independent global wealth manager, he managed circa $100m min bespoke multi-asset discretionary mandates.
He holds a MSc in Investment and Financial Risk Management from Kingston University and an undergraduate degree in Economics from IAE Savoie Mont-Blanc in France.