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.

A postcard from Oman

A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.

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.

Healthcare and technology: Bringing innovation to life

A panel discussion bringing together scientists, investors, and entrepreneurs to explore investing in innovative health technologies.

24 April 2019, 16:30 - 20:00 / 50 BERKELEY STREET, W1J 8HA

From a lab trial to a healthcare breakthrough: what does it take for innovative technologies to enter the market and make a life-changing health solution available to millions of patients? How to accelerate the discovery and implementation of health innovation and turn cutting-edge scientific research into a profitable business? And how can investors take advantage of opportunities in this sector at an early stage, while enabling the latest proven technologies transform health outcomes and make a real positive impact on the society?

Dolfin and Aescuvest present a panel discussion bringing together leading European scientists with healthcare investors and entrepreneurs, to explore technologies and processes that drive better outcomes, for patients and investors alike.


  • Benno Groosman – Serial entrepreneur, CEO Surge-on Medical, CFO VirtualMedSchool, start-up ecosystem consultant
  • Prof Roman Hovorka – Professor of Metabolic Technology, University of Cambridge, Director of research group developing and clinically testing the artificial pancreas
  • Dr Kurt Höller, Director of Business Creation at EIT Health
  • Dr Patrick Pfeffer – CEO and founder of Aescuvest
  • Carolyn Porter,  Chief Business Officer, OxStem
  • Dr Andreas Schmidt – CEO of Proteona, a venture capital backed
    biomedical company combining both genomic and proteomic data for single cell analysis

Who should attend

Dolfin clients, including Private and Institutional investors, External Asset Managers; VCs, who are interested to identify investment opportunities in the Healthcare sector as well as C-Suite executives from the biotech, health care and life sciences industries.


16:30Doors open and registration
17:00 Welcome remarks, Dolfin
17:05 Keynote speech, Dr Kurt Höller, Director of Business Creation at EIT Health
17:15Panel discussion and Q&A
18:15Closing remarks, Dr Patrick Pfeffer, CEO and founder of Aescuvest

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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