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.

August 2020 investment update

Having entered the second half of an eventful 2020, you could be forgiven for assuming that all of the virus drama is behind us. The real drama in H2 however, is likely to be political in nature.

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

Independent and agile
wealth management.

We provide world-class custody, execution and investment management to private clients, financial advisers and institutional investors.

Our platform empowers wealth managers
to grow their business with security, simplicity and speed.

Dolfin’s response to Covid-19

In light of concerns about the coronavirus (Covid-19) here are the precautionary measures we are taking to safeguard the health of our team, act as responsible members of the community at large, and ensure uninterrupted, high-quality service to our clients and partners.

Andrew Carrier
/ 7 May 2020

Peace of mind

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

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Revision to our service

As agreed with the FCA, as of 19 December 2019, our Tier 1 UK Investor Visa service will be offered to new clients only on the basis of a discretionary investment management service.

We will cease to be involved in structuring, promoting, issuing or distributing bonds and loan notes issued by companies in which Dolfin or its directors have an interest (“restricted bonds”) and restricted bonds will no longer be included in the Tier 1 UK Investor Visa service for new clients.

New monies and custody assets may be placed into existing non-discretionary portfolios of Tier 1 UK Investor clients in relation to holdings of restricted bonds, but only in respect of the proceeds of dividends and coupons, rights issues and other corporate actions and for the payment of custody and platform fees.

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About More than a provider,
a partner

Founded as a London-based wealth boutique in 2013, today we offer diversified financial services, with an international presence and our own bespoke technology.

Although we now look after more than $4.1bn 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’ platform of choice because we think differently and act faster than most.

$4.1bn Clients assets
$650m Average monthly brokerage flow
130+ Employees