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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

The future of finance today – hosted by Dolfin and London Business School

Join us for a briefing on disruptive forces in the financial industry and a discussion on current and future career opportunities – both at Dolfin and beyond.

28 November 2019, 16:00-18:00 / 50 Berkeley Street, London, W1J 8HA

We invite students and graduates for an informal discussion on the recent trends in the finance industry and the disruptive forces that are reshaping the sector today: from technology, through regulation, to geopolitics.

You will have the opportunity to hear from Dolfin’s CEO and COO, both London Business School Alumni, on their experience of launching  and leading a successful business in the wealth management sector. Denis and Amir will also share their insight about Dolfin – a company they founded 6 years ago, after graduating from LBS – touching upon its current structure, future growth, and employment opportunities.

This event is organised in partnership with London Business School. The briefing will be followed by a chance to network over drinks with your peers and representatives from across Dolfin’s business.

Join the conversation on social media with #DolfinCareers.

Agenda

16:00Welcome and registration
16:15Business background by Denis Nagy, CEO
16:30Infrastructure and plans for the future by Amir Nabi, COO
16:45Meet Dolfin team
18:00Close

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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