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Dorsum on DLT Pilot Regime

The European Union’s DLT Pilot Regime, which came into effect nearly a year ago, enables the issuance and trading of securities in tokenized form through a distributed ledger technology (DLT) based registry system. Due to its pilot nature, the regulation creates a regulatory sandbox environment at the European level, aiming to promote the widespread adoption […] Read more »

Our crypto investor survey’s results are in!

The openness to investing in cryptocurrencies is surprisingly high in Hungary according to the joint cryptocurrency market survey by Portfolio and Dorsum. The survey was conducted among the readers of portfolio.hu. 74% of the nearly 1,500 respondents already own cryptocurrencies, and a significant portion of the others do not rule out future investments. Most investors […] Read more »

“THE GREAT BROKERAGE DUEL” AT THIS NOVEMBER’S DORSUM CLUB

Today, the competition between traditional and disruptor financial institutions engages the entire world, sometimes even sparking fights for customers. The Dorsum Club is an event with a longstanding tradition where domestic investment advisors and service providers can freely exchange ideas in a friendly atmosphere. The November edition of the event featured a panel discussion titled […] Read more »

We are conducting a survey on Hungarian cryptocurrency usage

In collaboration with Portfolio.hu, we have launched a survey to assess the domestic attitudes towards cryptocurrency assets. We are interested in everyone’s opinion, from those who have never bought or used crypto to those who navigate daily through the latest decentralized applications. If you are interested in the topic but are not quite sure where […] Read more »

One month, three Owen James conferences

This November has been filled with many exciting Owen James events. We had the opportunity to participate in three different ones, two in London and one in Zürich. Dorsum was represented at these conferences by Bálint Fischer (Chief Business Development Officer), Éva Adravetz-Kadocsa (Head of International Sales), Gergely Csorba (Head of Marketing), György Somogyi (Deputy […] Read more »

Dorsum at Banking Technology 2023

We had the chance to be part of the prestigious Portfolio Banking Technology 2023 event last week. It was a unique opportunity to meet and talk with the greatest minds in this sector and share our understanding and points of view, contributing to the success of the event. Bálint Fischer, our CBDO held a presentation […] Read more »

Dorsum on DLT Pilot Regime

The European Union’s DLT Pilot Regime, which came into effect nearly a year ago, enables the issuance and trading of securities in tokenized form through a distributed ledger technology (DLT) based registry system. Due to its pilot nature, the regulation creates a regulatory sandbox environment at the European level, aiming to promote the widespread adoption […] Read more »

Our crypto investor survey’s results are in!

The openness to investing in cryptocurrencies is surprisingly high in Hungary according to the joint cryptocurrency market survey by Portfolio and Dorsum. The survey was conducted among the readers of portfolio.hu. 74% of the nearly 1,500 respondents already own cryptocurrencies, and a significant portion of the others do not rule out future investments. Most investors […] Read more »

“THE GREAT BROKERAGE DUEL” AT THIS NOVEMBER’S DORSUM CLUB

Today, the competition between traditional and disruptor financial institutions engages the entire world, sometimes even sparking fights for customers. The Dorsum Club is an event with a longstanding tradition where domestic investment advisors and service providers can freely exchange ideas in a friendly atmosphere. The November edition of the event featured a panel discussion titled […] Read more »

We are conducting a survey on Hungarian cryptocurrency usage

In collaboration with Portfolio.hu, we have launched a survey to assess the domestic attitudes towards cryptocurrency assets. We are interested in everyone’s opinion, from those who have never bought or used crypto to those who navigate daily through the latest decentralized applications. If you are interested in the topic but are not quite sure where […] Read more »

One month, three Owen James conferences

This November has been filled with many exciting Owen James events. We had the opportunity to participate in three different ones, two in London and one in Zürich. Dorsum was represented at these conferences by Bálint Fischer (Chief Business Development Officer), Éva Adravetz-Kadocsa (Head of International Sales), Gergely Csorba (Head of Marketing), György Somogyi (Deputy […] Read more »

Dorsum on DLT Pilot Regime

The European Union’s DLT Pilot Regime, which came into effect nearly a year ago, enables the issuance and trading of securities in tokenized form through a distributed ledger technology (DLT) based registry system. Due to its pilot nature, the regulation creates a regulatory sandbox environment at the European level, aiming to promote the widespread adoption […] Read more »

Our crypto investor survey’s results are in!

The openness to investing in cryptocurrencies is surprisingly high in Hungary according to the joint cryptocurrency market survey by Portfolio and Dorsum. The survey was conducted among the readers of portfolio.hu. 74% of the nearly 1,500 respondents already own cryptocurrencies, and a significant portion of the others do not rule out future investments. Most investors […] Read more »

“THE GREAT BROKERAGE DUEL” AT THIS NOVEMBER’S DORSUM CLUB

Today, the competition between traditional and disruptor financial institutions engages the entire world, sometimes even sparking fights for customers. The Dorsum Club is an event with a longstanding tradition where domestic investment advisors and service providers can freely exchange ideas in a friendly atmosphere. The November edition of the event featured a panel discussion titled […] Read more »

We are conducting a survey on Hungarian cryptocurrency usage

In collaboration with Portfolio.hu, we have launched a survey to assess the domestic attitudes towards cryptocurrency assets. We are interested in everyone’s opinion, from those who have never bought or used crypto to those who navigate daily through the latest decentralized applications. If you are interested in the topic but are not quite sure where […] Read more »

“THE GREAT BROKERAGE DUEL” AT THIS NOVEMBER’S DORSUM CLUB

Today, the competition between traditional and disruptor financial institutions engages the entire world, sometimes even sparking fights for customers. The Dorsum Club is an event with a longstanding tradition where domestic investment advisors and service providers can freely exchange ideas in a friendly atmosphere. The November edition of the event featured a panel discussion titled […] Read more »

One month, three Owen James conferences

This November has been filled with many exciting Owen James events. We had the opportunity to participate in three different ones, two in London and one in Zürich. Dorsum was represented at these conferences by Bálint Fischer (Chief Business Development Officer), Éva Adravetz-Kadocsa (Head of International Sales), Gergely Csorba (Head of Marketing), György Somogyi (Deputy […] Read more »

Dorsum at Banking Technology 2023

We had the chance to be part of the prestigious Portfolio Banking Technology 2023 event last week. It was a unique opportunity to meet and talk with the greatest minds in this sector and share our understanding and points of view, contributing to the success of the event. Bálint Fischer, our CBDO held a presentation […] Read more »

Dorsum at EMUS Forum 2023

We participated in the EMUS Forum 2023 in Zürich. The aim of the meeting is mutual networking and support of entrepreneurs/companies who already have business in Switzerland or planning to expand to the Swiss market from the V4 countries. The meeting offers the opportunity to meet diplomatic leaders and representatives of chambers of commerce and […] Read more »

Dorsum at OMFIF’s European SDI Forum

This year we had the opportunity to participate at the Sovereign Debt Institute Autumn Meeting, organised by OMFIF (Official Monetary and Financial Institutions Forum), an independent forum for central banking, economic policy and public investment. Being invited there clearly demonstrates that we’ve become an important player in this sector. For nearly 20 years, we have […] Read more »

Dorsum at the Portfolio Future of Finance Conference 2023

Dorsum has participated in the Portfolio Future of Finance 2023 conference. This conference provides a great opportunity for the most important players in the financing, insurance and asset management industries, as well as the IT sector and the payment processing industry to meet and talk. We had the opportunity to speak about our award-winning ESG […] Read more »

ATTRACTING AND RETAINING CLIENTS – How to keep up the pace? How to retain your clients? How to gain new clients?

We have collected our blog series on Attracting and Retaining Clients into a single white paper, with our key take-aways highlighted for your convenience such as the TOP reasons clients leave their advisors: • 61% left because their advisor didn’t promptly return phone calls • 53% left because the adviswr wasn’t proactive enough about reaching […] Read more »

EU Directives from a Capital Market Perspective

The European Union has set itself the goal of harmonising capital markets operating under the auspices of the Union and introducing uniform standards both in the area of securities settlement processes and in the area of corporate events. In our white paper, Dorsum’s experts provide an overview on how Clearing Houses and market participants providing […] Read more »

STARTER GUIDE TO ESG INVESTMENTS AND SFDR

ESG (Environmental, Social, Governance) investments (or sustainable investments, as they’re usually called) are becoming more and more popular, and so is their impact on the value of global investments. But many questions remain unanswered until the new SFDR regulation comes into force. In our e-book, Dorsum’s experts provide an overview on how you can best […] Read more »

NEOBANKS VS INCUMBENTS IN THE SHADOW OF COVID-19

  The neobank phenomenon had an effect on the entire sector, so the challenges investment service providers face cannot be understood by looking at them alone. In our White Paper, we take a closer look at how neobanks rose to prominence and then began to face increasingly serious problems that were brought into the spotlight […] Read more »

Dorsum at the Portfolio Future of Finance Conference 2023

Dorsum has participated in the Portfolio Future of Finance 2023 conference. This conference provides a great opportunity for the most important players in the financing, insurance and asset management industries, as well as the IT sector and the payment processing industry to meet and talk. We had the opportunity to speak about our award-winning ESG […] Read more »

Dorsum ESG Direct – On-demand webinar

Watch our Dorsum ESG Direct webinar to see how our company helps financial advisers fit ESG investing steps into the their advisory workflow from data gathering to automated sustainable investment recommendations to regulatory compliance. In 30 minutes you will learn about ESG client profiling with customizable questionnaire Regulatory product classification for investment products Client satisfaction […] Read more »

Dorsum supports #embraceequity on International Women’s Day 2023

International Women’s Day 2023 is a day to celebrate the achievements of women around the world and to continue the fight for gender equality and equity. This year, the #embraceequity initiative is shining a spotlight on why equal opportunities aren’t enough for measurable progress. Since everyone has different opportunities and different backgrounds, true inclusion requires […] Read more »

400+ SANDWICHES DELIVERED TO THOSE IN NEED BY DORSUM

Just before Christmas, we held our second Dorsum community program. With the help of 35 hard-working colleagues and the Budapest Bike Maffia, we managed to distribute hundreds of sandwiches to those in need. We made 400+ sandwiches, exceeding our set goal of 300 We used a total of 40 kg of bread, 20 kg of […] Read more »

Dorsum on DLT Pilot Regime

The European Union’s DLT Pilot Regime, which came into effect nearly a year ago, enables the issuance and trading of securities in tokenized form through a distributed ledger technology (DLT) based registry system. Due to its pilot nature, the regulation creates a regulatory sandbox environment at the European level, aiming to promote the widespread adoption […] Read more »

Dorsum at Banking Technology 2023

We had the chance to be part of the prestigious Portfolio Banking Technology 2023 event last week. It was a unique opportunity to meet and talk with the greatest minds in this sector and share our understanding and points of view, contributing to the success of the event. Bálint Fischer, our CBDO held a presentation […] Read more »

Cryptocurrencies, MiCA, blockchain, and tokenized securities – A joint interview with MBH Bank on portfolio.hu

The following interview was originally published in Hungarian on portfolio.hu. “Blockchain is breaking into banks, the ostrich policy no longer works MBH Bank has established a dedicated strategy to harness the opportunities presented by blockchain technology, as the moment may come when blockchain becomes mainstream and achieves a breakthrough similar to the generative AI technology […] Read more »

Fischer Bálint on MiCA – Portfolio Financial IT 2023

Bálint Fischer, Dorsum’s Business Development Director, gave a presentation on the European Union’s MiCA regulation and the business opportunities it entails at Portfolio Financial IT 2023 conference. Read the translated version of the summery article below: “In the second section of the Portfolio Financial IT 2023 conference, Bálint Fischer, Business Development Director at Dorsum, spoke […] Read more »

Dorsum is proud to benefit from the European Commission’s Brexit Adjusment Reserve.
Learn more about our project aimed at aligning our Wealth Management Suite to the UK market. (Hungarian content)