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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

Co-Founder and Chief Financial Officer

Sanjay Maraj

Biography

Sanjay manages the team responsible for the firm’s statutory, regulatory and management reporting and he plays a key role in Dolfin’s governance. He also manages the corporate debt and treasury team responsible for maximising the firm’s liquidity and regulatory capital.

Sanjay is approved by the FCA as a CF10a, Client Money and Asset Oversight Officer, and applies a robust framework within Dolfin to ensure that our client assets are fully protected in line with the stringent rules imposed by the FCA.

Sanjay has over 14 years’ experience working within the financial services industry in senior management and board level positions. Prior to joining Dolfin, Sanjay was the Chief Financial Officer of independent investment management house, CBH Europe Ltd, and has also worked in a number of senior financial roles at Landsbanki Securities (UK) Ltd (formerly Teather & Greenwood Ltd) and Czarnikow Group Ltd managing a diverse range of financial exposures.

Contact Details

London

+44 (20) 3714 2240

[email protected]

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