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.
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.
During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.
Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.
At the invitation of a client, senior members of the Dolfin team took part in the inaugural Time to Shine gala.
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.