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.

The rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

Dolfin’s Head of Investment Management shortlisted in Future Leaders Awards 2019

Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.

Co-Founder, Member of the Advisory Panel

Roman Joukovski

Biography

After 15 years in wealth management and investment banking, Roman Joukovski co-founded the Dolfin Group in 2013 with a bold vision: to reimagine finance using fresh thinking and new technology.

As a member of the Advisory Panel, he develops strategy, uncovers new investment opportunities and builds alliances for the Group, whose businesses include financial services firms, a fintech platform, and various structuring units.

In 2002, Roman co-founded a small UK wealth manager. Responsible for strategic planning, forging client relationships, and originating transactions, he was instrumental in growing that business into one of London’s largest multi-family offices, before he sold his holding in 2012.

Although his approach today is characterised by entrepreneurial instincts and a desire to challenge convention, Roman began his career in more traditional organisations. From 1999, he worked for Deutsche Bank in structured finance. This followed a variety of corporate finance roles, beginning in 1995 at Ernst & Young and including time with both NatWest Markets and Bankers Trust.

Roman holds an MBA from London Business School.

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