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.

March 2021 investment update

Our March investment update is now available to download.

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.

Coronavirus and oil: Market update

To view the webinar from this update please click here.

12 March 2020, 16:30 - 17:30 / 50 Berkeley Street, W1J 8HA

To view the webinar from this update please click here.

In this webinar, Dolfin’s Investment Management team will provide an update on the rapid developments we are seeing on global financial markets. We will focus on the coronavirus outbreak and the oil price movements, and explain our current portfolio positioning in light of these events.

Please click here to register for the webinar.


  • Simon Black, Head of Investment Management, Dolfin.
  • James Gutman, Head of Investment Portfolios, Dolfin.


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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