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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

Dolfin launches Private Investment Club

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.

Diary. Regulation

A red card – sanctions at the World Cup

The strictest rebuke we usually see in a football match is when the referee reaches for the infamous red card – but the FIFA World Cup in Russia has brought financial sanctions into the spotlight, writes Oliver Rodwell, Head of Compliance Development at Dolfin.

Dolfin
/ 3 July 2018

Are you ready for the GDPR?

It may already have been around for more than two years – and it may have an acronym that makes you think of former Eastern Bloc countries – but the EU’s General Data Protection Regulation (GDPR) is something that will shape the future rather than the past.

Dolfin
/ 22 May 2018

A new centre for custody

As Malta continues to bolster its credentials as a European financial services centre, Dolfin’s new custody, brokerage and depositary offering on the island is open for business and onboarding its first clients.

Dolfin
/ 15 May 2018

Background checks: Not just background noise

Transport for London’s recent decision to refuse to renew Uber’s licence to operate in the capital has highlighted the importance of background checks. Oliver Rodwell, Head of Compliance Development at Dolfin, considers the issue from the perspective of the financial services industry

Dolfin
/ 10 January 2018

Migration: Thinking beyond tax

Giles Cheney, Relationship Manager at Dolfin, attended the Global Mobility and Tax Strategies Europe conference in June. He came away with a renewed belief in the importance of assisting clients as they adjust to their move to the UK

Dolfin
/ 12 July 2017

A boon for banks

Donald Trump’s controversial scaling back of the Dodd-Frank regulations is good news for the financial services industry, argues Josh Jarvis, Investment Advisor at Dolfin.

/ 9 February 2017