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 cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

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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