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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

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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