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.

September 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

A postcard from Oman

A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.

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.

More than a provider,
a partner.

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

We pride ourselves on our ability to help, to be a one-stop-shop. This has earned us the status of true partner to our clients, who repeatedly come to us first with their new projects and ideas.

Stable growth.
Unwavering commitment.

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 $3.7bn 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 call because we think differently, try harder and act faster than most.

$3.7bn Clients Assets
$650m Average monthly brokerage flow
130+ Employees
Our mission

We help our clients grow their wealth and their business by combining investment expertise with digital agility.

Our values
Put clients first.

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.

Challenge convention.

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.

Harness technology.

Technology is at the heart of Dolfin. It makes us more nimble, powers your growth and puts investors firmly in control.

News

Dolfin Quarterly magazine now available online

For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.

Denis Nagy
/ 5 August 2019
Insights
Dolfin Diary

Browse Dolfin Diary articles, our weekly look at the people, technologies and ideas shaping the investment landscape.

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Dolfin Research

Read our independent research, including monthly investment updates plus quarterly scorecards and outlooks.

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Dolfin Events

Take advantage of our regular opportunities to learn, share and network

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Leadership

Dolfin is led by a team of investment and wealth management professionals whose careers in finance stretch back more than 30 years.