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.

Green bonds vs SDG bonds

In this latest excerpt from our Q1 2020 investment outlook, Dolfin Credit Analyst Geoff Wan discusses the green bond market, how it has grown over the last few years, and looks to the future and introduction of the SDG (Sustainable Development Goals) format.

Finding a balance

After years of extremes, luxury property design trends appear to be approaching a middle way at the dawn of the 2020s.

Dolfin shortlisted six times in WealthBriefing European Awards

Dolfin has been shortlisted in a total of six categories for WealthBriefing’s Eighth Annual European Awards. The shortlisted categories include recognition at both a company and individual level.

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

Quarterly investment conference

Join us for a quarterly outlook where our investment management team will present a global macroeconomic overview and this quarter’s special focus on impact investing.

9 July 2019 , 8:30 - 10:00 / 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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