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.

September 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

A postcard from Oman

A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

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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