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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

Investing in Ecuador’s economic transformation

The launch of the LatAm Investor Ecuador Report is fully booked.  If you would like to be added to a waiting list for this event, please register below.


7 October 2019, 17:30 - 21:00 / 50 Berkeley Street, W1J 8HA

For years, Ecuador’s former socialist firebrand president, Rafael Correa, kept its economy closed off from western investors. But now a new government is creating market-friendly legislation to attract international investors and Ecuador is opening up its world-class mining, energy and agriculture sectors.

Join us for an exclusive reception with Ecuador’s new Ambassador to the United Kingdom, His Excellency Jaime Marchán Romero, to celebrate the launch of the LatAm Investor Ecuador Report and to discuss the country’s economic transformation and the opportunities for international investors.

Topics for discussion

  • Mineral wealth – Ecuador’s gold and copper riches are finally being opened up to western companies.
  • Energy – From new oil & gas contracts to renewable power projects, Ecuador needs UK expertise and investment.
  • Agro-exports – The post-Brexit Continuity Trade Deal and a new deepwater port mean Ecuador’s goods have never been so competitive.


  • Jaime Marchán Romero – Ambassador, Ecuadorian Embassy in the UK
  • Nick McCall – Head of Wealth Management, Dolfin
  • James McKeigue (chair) – Managing Editor, LatAm INVESTOR
  • Alfredo Mordezki – Head of LatAm Fixed Income, Santander Asset Management
  • Javier Robalino Orellano – Investment lawyer and Managing Partner at Ferrere, Ecuador

Keynote speaker

The Ambassador of the Ecuador to the United Kingdom, His Excellency Jaime Marchán Romero

One of Ecuador’s most senior diplomats, Ambassador Marchán has served his country diligently in a long career that spreads over dramatic political changes. In addition to serving as Ambassador in the former Yugoslavia, Italy, Austria, Chile and Switzerland, he has, on various occasions, acted as Ecuador’s Foreign Minister when the country needed a steady pair of hands. Ambassador Marchán has been appointed to represent Ecuador in the UK at a crucial time in the two country’s relations. Following the culmination of the Assange affair, the bilateral relationship has improved markedly and Ambassador Marchán will be looking to kickstart trade and investment links between the two countries.


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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