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.

September 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

Team Human vs Team Tech

Douglas Rushkoff, media theorist, documentarian and Professor of Media Theory and Digital Economics at Queens College, CUNY, argues that by unthinkingly embracing disruptive technology, we could lose sight of what makes us human.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

Making an impact: giving and investing

A panel discussion highlighting the different ways and approaches for wealthy individuals to make real change: whether it’s charitable giving or socially responsible investment.

5 December 2018, 16:30 - 19:00 / 50 Berkeley Street, W1J 8HA

Recent years have seen a marked and promising change in charitable giving: today, HNW individuals and corporations are not only looking to give more, but also to give more strategically. Many millennials, in particular, approach the issues they care about in a much more pro-active way – often, that means they prefer investing into social enterprises rather than making charitable donations. Consequently, charities today face increasing scrutiny over the funds they are entrusted and the work they carry out; impact investment, on the other hand, is rapidly gaining momentum.

In this panel discussion bringing together representatives of the third sector and wealth management professionals, we’ll explore what impact means, how it can be measured, and how we can choose between various ways of contributing towards change.

Speakers

  • Seb Beloe, Partner, Head of Research, WHEB Asset Management
  • Richard Gray, Head of Investment Management, Dolfin
  • Plum Lomax, Philanthropy Lead, NPC
  • Michael McGrath, founder of the MuscleHelp Foundation
  • Alina Uspenskaya, founder and director, ArtSocial Foundation

Agenda

16:30Welcome and registration
17:00Giving with impact, panel discussion and a Q&A session
18:00Drinks reception
19:00Close

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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