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 rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

Dolfin’s Head of Investment Management shortlisted in Future Leaders Awards 2019

Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.

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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