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 2019 investment update

With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.

The end of the grid

The entrenched, centralised nature of our electricity supply is being disrupted, largely by community energy projects. But what does this mean for the sector?

Dolfin Quarterly magazine now available online

For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.

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.

August 2019 investment update

With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.

Simon Black
/ 9 August 2019

The end of the grid

The entrenched, centralised nature of our electricity supply is being disrupted, largely by community energy projects. But what does this mean for the sector?

Dolfin
/ 16 August 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.

Learn more

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 130 people, an international presence and our own bespoke technology platform. Although we now look after more than $3.7bn 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.

$3.7bn Clients assets
$650m Average monthly brokerage flow
130+ Employees