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.

June 2019 investment update

Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.

Networking and innovation: Highlights from FinanceMalta 2019

Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

Charging into the Future

Dolfin invites clients for an exclusive presentation of a limited series electric 1960s Mustang.

12 June 2019, / Dolfin

Dolfin and Charge Cars are pleased to invite you to experience a fully electric version of the 1960 Ford Mustang.

Charge Cars redefine classic cars with an advanced electric technology and preserving their iconic design. Officially licensed shells present the original styling of the legendary Ford Mustang, while state-of-the-art components and a personalised digital interface bring this auto straight into the future.

We will travel together to the Charge Cars workshop in West London where we’ll meet the company founders and have a chance to get hands-on with this high-tech version of a classic car.

More Events

Women's Wealth series: Family wealth planning

We are pleased to launch Women's Wealth, Dolfin's educational events and workshops helping accelerate women’s financial empowerment.  Please note the event is now full.  Our first Women's Wealth event will...

12 June 2019 , 11:00-12.30 / 50 Berkeley Street, W1J 8HA

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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