Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...
The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.
We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.
We help our clients grow their wealth and their business by combining investment expertise with digital agility.
Earning the right to call ourselves a partner means taking the time to understand your current challenges and your ultimate goals, then designing solutions specifically for you.
We're a young, ambitious firm in a competitive market. We have big ideas about how to improve investing and, as challengers, we try harder, think differently and move faster than most.
Technology is at the heart of Dolfin. It makes us more nimble, powers your growth and puts investors firmly in control.
We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.
Dolfin announced today that the range of asset classes it can include in client portfolios has been expanded to paper gold. Other precious metals are expected to follow.
During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.
Browse Dolfin Diary articles, our weekly look at the people, technologies and ideas shaping the investment landscape.
Read our independent research, including monthly investment updates plus quarterly scorecards and outlooks.
