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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

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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