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 rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

Dolfin’s Head of Investment Management shortlisted in Future Leaders Awards 2019

Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.

Breakfast briefing: July investment update

Hear our Investment Management team share their views on financial markets this month.

9 July 2019, 8:30 - 10:00 / 50 Berkeley Street, W1J 8HA

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

In our July investment update, Simon Black, Dolfin’s Head of Investment Management, and his team will share their latest research note on the rise of video gaming, while Senior Portolfio Manager Adrian van den Bok will present a summary of the fixed income market.

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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