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.

The rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

Dolfin’s Head of Investment Management shortlisted in Future Leaders Awards 2019

Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.

Independent and agile
wealth management.

We open investment accounts promptly and 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.

The rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

Dolfin
/ 17 July 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 $3bn 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.

$3bn Clients assets
$650m Average monthly brokerage flow
100+ Employees