Denis Nagy
UHNW Wealth Managers
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CEO Denis Nagy describes Dolfin as a wealth management platform, offering flexible multi-currency and multi-asset investment accounts and providing brokerage and asset management services to private clients, their financial advisers, and institutional investors. Founded as a London-based wealth boutique in 2013 and now looking after more than $1.6 billion of client assets, Dolfin handles a significant volume of institutional brokerage flow every month. AuM has risen, but Nagy says success stems from staying true to its ‘boutique’ fundamentals. ‘The commitment that drove us in those early days endures,’ he says. ‘We think differently and act faster than most.’ It has been a busy 12 months, with Nagy’s team securing a Malta custody and depository licence, and launching the new Malta office. Across the entire firm, Nagy hired 22 new team members – including in fixed income asset management, quantitative analysis, China Desk, and relationship management to meet the demands from a client base that grew a very healthy 30 per cent last year. ‘Emerging players bring with them innovative tech and scalable formats, driving change across the entire industry,’ says Nagy. ‘We are focusing on the opportunity afforded by technology, both in terms of how it can empower our own investment process and the disruptive innovation it can create across a multitude of sectors, from biotech to automotive – and of course within wealth management itself.’

Denis Nagy
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