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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A bull market for artificial animal products?

Recently, we’ve seen a slew of lab-made meat companies, claiming to have replicated the taste of ‘real meat’ in an effort to reduce our dependence on farmed animals and their impact on the planet. But will consumers ever want to buy the stuff?

Dolfin COO named in PAM Top 40 Under 40

Amir Nabi has been recognised in this year’s prestigious list of industry high-achievers published by PAM Insight.

Independent and agile
wealth management.

We open investment accounts promptly and provide world-class custody, brokerage and asset management to private clients, financial advisers and institutional investors.

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

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

Richard Gray
/ 6 March 2019

A bull market for artificial animal products?

Recently, we’ve seen a slew of lab-made meat companies, claiming to have replicated the taste of ‘real meat’ in an effort to reduce our dependence on farmed animals and their impact on the planet. But will consumers ever want to buy the stuff?

Dolfin
/ 23 April 2019

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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Fast track to UK citizenship

Setting up home and building a business in the UK has long been attractive to foreign investors. We can guide you or your clients through the process step by step.

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About More than a provider,
a partner

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with a team of more than 100 people, an international presence and our own bespoke technology platform. Although we now look after more than $2.1bn 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’ first port of contact because we think differently, try harder and act faster than most.

$2.1bn Clients Assets
$650m Average monthly brokerage flow
100+ Employees