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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 100 people, an international presence and our own bespoke technology platform. Although we now look after more than $1.6b 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.

$1.6bn Clients Assets
$600m Average monthly brokerage flow
100+ 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
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Taking the pain out of MiFID II

Four weeks after Dolfin’s systems were ‘switched on’ to coincide with the initial roll-out of the Markets in Financial Instruments Directive II (MiFID II), we invited a group of asset managers and intermediaries to a briefing on the impact of the legislation.

Dolfin
/ 6 February 2018
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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Leadership

Dolfin is led by a team of investment and wealth managment professionals whose careers in finance stretch back more than 15 years.

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