Featured

Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.
Investments updates

October 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.
Technology

Brexit, blockchain and banking

What would it take to make London the digital capital of the world? Dolfin CEO Denis Nagy joined the line-up of speakers at Binary District’s most recent London event to consider whether blockchain is the answer.
News

Dolfin awarded custody and depositary licence in Malta

Ramon Bondin, recently appointed CEO of Malta-based Dolfin Asset Services, announces our new custody and depositary licence on the island and how it will benefit our clients.

Independent and agile
wealth management.

We open investment accounts promptly and provide world-class custody, brokerage and asset management to private clients, financial advisers and institutional investors.

Our platform empowers wealth managers
to grow their business with security, simplicity and speed.
diary

The way women invest

Differences in the way women and men invest could be preventing female investors from realising their full investment potential. How can intermediaries help?

Dolfin
/ 4 December 2018
Solutions
Asset Management

Multi-asset.
Multi-market.
Multi-strategy.

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

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Investment accounts

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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UK investor visas

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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1 Of 3
Events
Making an impact: giving and investing

A panel discussion exploring the different ways and approaches for wealthy individuals to make real change: whether it’s charitable giving or socially responsible investment.

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2 Of 3
Events
Investing in the future

Dolfin and Jaeger-LeCoultre present an evening of fine watchmaking discovery and a conversation on how to plan for the future, whether for brands or individuals.

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3 Of 3
Events
Dolfin CEO, Denis Nagy, at Digital Integration in Wealth Management

This industry-leading conference will address key themes in wealth management including the rise of AI technology, roboadvisors, client experience, changing client demographics and digital transformation within wealth management and private...

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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 £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