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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

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.

10 things you need to know about investing in and moving to the UK

Many foreign investors are eager to set up home and businesses in the UK’s capital. Our doors and arms remain firmly open to international investment. Giles Cheney, Dolfin client relationship manager, offers 10 important things to consider.

6 March 2017 / Lifestyle

Britain’s decision to leave the European Union may have been unexpected but the country’s doors and its arms remain firmly open to international investors. London’s status as a global financial hub is unchanged and many are eager to set up home and businesses in the capital. If you are considering such a move, obtaining suitable advice on wealth management, accountancy and tax should be your first priority.

Here are 10 things to consider:

  • Apply for a Tier 1 Investor. Visa The Tier 1 Investor Visa commits you to investing at least £2m in UK assets and spending the majority of each year living in the UK. If you have more to invest, you will be granted residency more quickly.
  • Seek Indefinite Leave to Remain. At the end of your visa term, you may apply for Indefinite Leave to Remain – effectively permanent UK residency. One year after receiving this, you can apply for a British passport – but you must have spent at least nine months of each year living in the UK while on the Tier 1 Visa.
  • Remember that only one family member needs to apply. It’s not uncommon for just one half of a couple to move to the UK while the other continues to live and work elsewhere. The other half of the couple is not obliged to spend a minimum period each year in the UK.
  • Establish a local support network. Many foreign investors have a strong support network in their home country that can’t necessarily follow them to the UK. Setting up a support network in the UK to assist you with practical issues can be invaluable.
  • Take specialist advice. You will need a specialist accountant and tax adviser in the UK who understands the UK system and the rules in your home country.
  • Pay tax. During the term of your Tier 1 visa, you will not be obliged to work in the UK – but you must pay local taxes. If the investments you make as part of your application generate income, it must be declared to HMRC, the UK’s tax authority.
  • Be selective. Visa handling is a complex process, so choose your visa agency carefully.
  • Obtain medical cover. I would recommend registering with a GP soon after your arrival in the UK and that you consider taking out private medical insurance – particularly if you have a family.
  • Plan for inheritance. You may wish to use a trust in a jurisdiction such as the Channel Islands to hold assets as part of your inheritance planning. With the right professional help, these can easily be set up from a base in the UK.
  • Consider your children. If you have children who are considering studying for a degree in the UK, you can gift funds for them to invest and gain a Tier 1 visa. This gives them the opportunity to become British citizens later on, if they wish to.



Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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