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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

September 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.
Technology

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.
News

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

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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