hurray your mega menu works

Independent and agile
wealth management.

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

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

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.

Dolfin
/ 17 September 2018

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.

Dolfin
/ 25 September 2018

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 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