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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

Events

Regular opportunities to learn, share and network

Women’s Wealth series: Family wealth planning

We are pleased to launch Women's Wealth, Dolfin's educational events and workshops helping accelerate women’s financial empowerment.  Our first Women's Wealth event will address how to align your wealth management...

Dolfin
/ 21 May 2019

Breakfast briefing: December investment update

Join us for Dolfin end-of-year performance report and a comprehensive summary of the global markets in the past twelve months, as well as our analysis of the key events that will be shaping the markets in the year to follow.

Dolfin
/ 21 February 2019

Breakfast briefing: March investment update

Hear our Head of Investment Management, Richard Gray and Head of Fixed Income, Bastian Wagner share their views on financial markets this month.

Dolfin
/ 5 February 2019

Making an impact: giving and investing

A panel discussion exploring the different ways and approaches for wealthy individuals to make real change: whether it’s charitable giving or socially responsible investment.

Dolfin
/ 14 November 2018

Investing in the future

Dolfin and Jaeger-LeCoultre present an evening of fine watchmaking discovery and a conversation on how to plan for the future, whether for brands or individuals.

Dolfin
/ 7 November 2018

Meet Dolfin

To mark the appointments of Nick McCall as Head of Wealth Management and Simon Black as a Senior Wealth Manager, we are hosting an informal get-together at which their guests will have an opportunity to get to know Dolfin and find out more about the benefits of working with an agile and independent wealth management platform.

Dolfin
/ 3 October 2018

Frieze Week event: Art collecting today

Ahead of Frieze Week in London, we hold an exclusive art evening featuring a talk by an acclaimed art advisor and curator Aphrodite Gonou, held at out offices and followed by a private reception at a restaurant in Mayfair.

Dolfin
/ 13 September 2018

Global Wealth Structures: London meet Malta

Join us for a panel discussion on structuring private wealth and wealth management opportunities in Malta. The event is co-organised by Dolfin and Alter Domus, and held in partnership with Finance Malta.

Ramon Bondin
/ 11 September 2018

Cybersecurity: Threats and investment opportunities

In today’s digital age, the prevention and investigation of high-tech crime is a daily priority for almost any business. Join us for an exclusive briefing to find out not just what can be done to protect yourself from cybercrime but how to invest in the booming industry that has sprung up around preventing it.

Maria Ivanova
/ 10 September 2018