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.

August 2020 investment update webinar

Having entered the second half of an eventful 2020, you could be forgiven for assuming that all of the virus drama is behind us. The real drama in H2 however, is...

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

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 $4.1bn 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.

$4.1bn 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’s response to Covid-19

In light of concerns about the coronavirus (Covid-19) here are the precautionary measures we are taking to safeguard the health of our team, act as responsible members of the community at large, and ensure uninterrupted, high-quality service to our clients and partners.

Andrew Carrier
/ 7 May 2020

Organisational announcement

Dolfin Financial (UK) Ltd (Dolfin), announced today the resignation of Denis Nagy, Co-Founder and Chief Executive Officer. Denis has played a key role in building Dolfin since it was established in 2013 and we are grateful for his commitment.

Dolfin
/ 6 May 2020
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.