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.

August 2020 investment update webinar

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Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

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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