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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

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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