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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.
Monthly investment updates

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.
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News

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

Breakfast briefing: November investment update

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

7 November 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.

This month the spotlight is on emerging markets consumer. We will discuss the main drivers of growth and investment opportunities in the sector.

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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