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.

September 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

A postcard from Oman

A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

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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