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 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

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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