Dolfin appoints Simon Black to bolster its private wealth management capabilities
We have recently appointed Simon Black as a Senior Wealth Manager, further bolstering the firm’s ability to meet the demands of HNW and UHNW private investors.
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.
A new home for the world’s wealth
Dolfin hosted wealth managers, advisors, lawyers and other private client professionals at an event to discuss the potential of Malta as a destination for global HNWIs.
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.
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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