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 Head of Sales, Georgios Ercan, at Private Wealth Europe: Malta in the Spotlight

Georgios Ercan will take part in “Fintech and the Future of Financial Services” panel.

20 March 2019, 9:00 - 14:50 / Millennium Knightsbridge, London

This conference will address private wealth, taxation & corporate mobility in a post-Brexit scenario, with a particular focus on Malta and the island’s flexibility in driving business and creating new opportunities.

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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