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.

The rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

Dolfin’s Head of Investment Management shortlisted in Future Leaders Awards 2019

Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.

Events

Regular opportunities to learn, share and network

Upcoming Events

  • Brexit breakfast

    Brexit breakfast

    This breakfast seminar will focus on Brexit, business and the UK’s post-Brexit trade outlook. The event will provide a timely opportunity to discuss the wide range of Brexit scenarios and …
  • Dolfin Summer drinks party

    Dolfin Summer drinks party

    Dolfin’s Amsterdam team reminds us that gin originated in Holland in the early 17th century.  Four centuries later, London Gin vs Dutch Genever, which do you prefer?  To find out, please join us …
  • Breakfast briefing: August investment update

    Breakfast briefing: August investment update

    Our monthly breakfast briefing is an opportunity to better understand how recent economic and political developments are likely to affect finanical markets.  You will have a chance to hear some …
  • Breakfast briefing: September investment update

    Breakfast briefing: September investment update

    Our monthly breakfast briefing is an opportunity to better understand how recent economic and political developments are likely to affect finanical markets.  You will have a chance to hear some …