Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Regular opportunities to learn, share and network
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...
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 and the Embassy of the Dominican Republic in the UK are delighted to invite you to the launch of the LatAm INVESTOR Dominican Republic Report.
Please join us for the introduction in Mandarin to private wealth structuring and tax planning strategies for international clients and their families.
This industry-leading conference will address key themes in wealth management including the rise of AI technology, roboadvisors, client experience, changing client demographics and digital transformation within wealth management and private...
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.
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.
On the morning of 2 October, to mark Dolfin's newly announced status as members of the Malta Stock Exchange, we will have the honour of ringing the bell to open...
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.
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.
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.
Join us for a briefing on disruptive forces in the financial industry and a discussion on current and future career opportunities – both at Dolfin and beyond.