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 Group makes strong progress against strategic plan in first half of 2018
Today we are proud to announce the highlights of our strong 2018 H1 performance.
Research
August 2018 investment update
Vassilis Papaioannou, CIO, introduces our investment update for August. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.
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.
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