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.

January 2020 investment update

Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...

Transformative technology

The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.

Dolfin model portfolios outperform their benchmarks

We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.

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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