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 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.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

End of year review and 2021 outlook

8 December 2020, 16:30 - 17:30 / Dolfin webinar

Our monthly investment update is usually an opportunity to better understand how recent economic and political developments are likely to affect financial markets for the month ahead.

In December, the regular update will not only include a summary of the global markets in the past month, but also our team’s analysis of the key events that will be shaping the markets in the year to follow.

Please click here to register. 



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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