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.

January 2020 investment update

Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...

Transformative technology

The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.

Dolfin model portfolios outperform their benchmarks

We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.

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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