Investment expertise with digital agility.
We’re an independent financial services firm providing custody, execution and asset management to advisers and their clients.
News
Dolfin embarks on the Three Peak Challenge
Dolfin team set to climb the three highest mountains in Scotland, England, and Wales in 24 hours, to support the Muscle Help Foundation.
Research
Q3 2018 investment outlook
Our latest investment outlook is now available. It contains macro analysis by region and asset class, actionable investment ideas, and a scorecard showing how well the suggestions presented in our previous outlook have performed since. Our CIO, Vassilis Papaioannou introduces it.
Diary
Treating advisers fairly?
In this guest post for Dolfin Diary, Nick Kelly, the founder and chief executive officer of IFA firm Alexander House, argues that almost everyone needs professional financial advice and that they should pay advisers a fair fee in order to be confident of receiving a quality service for years to come.
Custody
Your assets safeguarded.
Authorised and regulated by the UK's FCA to provide custody accounts, we are bound by CASS rules to segregate and protect client assets. Learn More
More than a provider, a partner.
Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform. Although we now look after more than $1.6bn of client assets and handle around $650m of brokerage flow every month, the commitment that drove us in those early days endures: we are our clients’ first port of call because we think differently and act faster than most.
Learn More
