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 big test: How do we unlock the world?

James Gutman and Katy Peters, the Founder and CEO of 360 Health Ltd, discuss the various medical challenges in getting the world back to 'normal', post Covid-19.

Privacy in a pandemic

With the UK set to launch its Covid-19 track and trace app in June, we look at how technology has been deployed around the world to monitor the spread of the virus, and the implications for privacy and data security.

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.

Breakfast briefing: September investment update

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

5 September 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’s spotlight is on the water industry. 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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