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.

July 2020 investment update

All nine of our discretionary portfolios ended positive for the month of June, while eight out of nine are positive year to date. Our July monthly investment update is now available to download.

Licensed to spill

Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

2020 Outlook and Winter drinks

Registration for this event is now via webinar only. Sign up here.

5 December 2019, 16:00 - 19:00 / 50 Berkeley Street, W1J 8HA

Registration for this event is now closed, but you can still sign up via webinar. Please click here for details.

Please browse our upcoming events.

Our monthly investment update is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. You will have a chance to hear some of our latest investment ideas and to question our views.

In December, the regular update will not only include a summary of the global markets in the past month, but also our team’s analysis of the key events that will be shaping the markets in the year to follow. The presentations will be followed by a drinks party and end of year celebration.

The briefing will be held at our offices in London. If you’re not able to join us in person, please dial in.

Speakers:

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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