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.
Join us for a monthly investment update webinar where our investment management team will present a portfolio update, a global macroeconomic overview and outlook for the month ahead.
Please follow the link for webinar registration.
Head of Investment Management
Head of Investment Portfolios
Financial Analyst
Equity Portfolio Manager
Senior Portfolio Manager
Credit Analyst
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.
Learn moreFounded 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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