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.

The rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

Dolfin’s Head of Investment Management shortlisted in Future Leaders Awards 2019

Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.

Dolfin COO, Amir Nabi, at Digital Integration in Wealth Management

27 - 28 February 2019, 8:00 - 17:45 /

This industry-leading conference will address key themes in wealth management including the rise of AI technology, roboadvisors, client experience, changing client demographics and digital transformation within wealth management and private banking.

Amir Nabi, Dolfin COO, will address delegates on the topic of ‘bionic wealth management’. Amir will be part of an exciting mix of panels, roundtables, interviews and exclusive networking opportunities at which delegates will be given practical strategies for taking the first steps towards digital integration to improve client experience and maintain relevance.

For further information and to book your tickets, please visit the event’s website.

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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