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.

September 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

Team Human vs Team Tech

Douglas Rushkoff, media theorist, documentarian and Professor of Media Theory and Digital Economics at Queens College, CUNY, argues that by unthinkingly embracing disruptive technology, we could lose sight of what makes us human.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

Women’s Wealth series: Family wealth planning

This women’s event will provide guidance on how to set financial goals for your family, where to seek advice, why use trusts and how to protect your assets.

12 June 2019, 11:00-12.30 / 50 Berkeley Street, W1J 8HA

We are pleased to launch Women’s Wealth, Dolfin’s educational events and workshops helping accelerate women’s financial empowerment. 

Please note the event is now full. 

Our first Women’s Wealth event will address how to align your wealth management approach with your family planning and legacy goals.

Women have a powerful impact on family wealth and the transfer of assets to the next generation. They are critical decision-makers in matters of family finances and educating their children about money. From inheritance and succession of businesses, to family planning, children, and divorce, careful wealth and legacy planning is critically important. In particular, setting up the right structures will help you meet financial and lifestyle requirements at any stage of your life and protect you and your loved ones.

The event will provide key information and step by step guidance on family wealth planning and the role women can play in it. We will have an informative and informal conversation, with no lecturing and no selling, to answer any questions you may have about family finances and protection of your assets.

Speakers

Stella Mitchell-Voisin is managing director of Summit Trust International SA and one of the founders of the company. Stella began her career with a major international banking group as a graduate trainee in 1991. She quickly moved in to the private banking and trust area and worked in Jersey before moving to Geneva in 1996. She has a wide range of experience of trust and company management including fine art, bloodstock, commercial and residential property, private equity, international portfolio management and private trust companies.

Nic Arnold
Nic Arnold is a Director in PwC’s Private Client Tax Team and heads up the Luxury Asset Advisory Group. Nic has extensive experience of advising multi-generational families and their Family Offices on the global tax aspects arising from their international lives and structures through which they own their assets including investments, property, superyachts, aircraft and art. Nic’s UHNWI clients range from those who have lived in the UK for many years to international clients who have businesses and investments in the UK or clients who have no connection with the UK but require cross-tax, cross-jurisdictional advice which she coordinates from London. Nic has been with PwC for 10 years and prior to this was with Deloitte and Anderson. She has a son, Max, and in her spare time enjoys sailing, snowboarding, mountain biking, yoga and painting.

Who should attend

Private clients and friends of Dolfin.

Agenda

10.30Welcome and a glass of champagne.
11.00Family wealth planning: what to consider.
11.30Briefing on the use of trusts and case studies.
12.00Q&A

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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