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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Simon Black
/ 10 October 2019

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

Simon Black
/ 15 October 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.

Learn more
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 $3.9bn 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.

$3.9bn Clients assets
$650m Average monthly brokerage flow
130+ Employees