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 road ahead for electric vehicles

This week on Dolfin Discussions, James Gutman - our Head of investment Portfolios - is joined by Investment Associate Anny Giavelli and special guest Ellen Hughes-Cromwick, Senior Resident Fellow for...

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

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.

January 2020 investment update

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

8 January 2020, 16:30 - 17:30 / 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.

Join us for an investment update where our investment management team will present a global macroeconomic overview, explain our current portfolio positioning, as well as share our latest thematic ideas.

Registration for this event will close 48 hours before it starts.

 

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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