Dolfin to headline Spear’s Wealth Insight Forum 2018
Our CEO and our Head of Sales will address the future of wealth management at Spear’s Magazine’s Wealth Insight Forum on 27 September in London.
September 2018 investment update
Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.
Be afraid. Be very afraid.
A Dolfin briefing on 19 September focused on the very real risk to businesses of all sizes posed by cybercriminals, as well as investment opportunities in the cybersecurity sector.
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 moreAccess to the world's capital markets
Our network of more than 230 counterparties provides you with the flexibility and liquidity to trade quickly in an unusually wide range of assets.
Learn moreFast 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.
Learn more
About
More than a provider,
a partner
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 £1b of client assets and handle around £600m 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.
$1.6b
Clients Assets
$650m
Average monthly brokerage flow
100+
Employees