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.

June 2019 investment update

Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.

Networking and innovation: Highlights from FinanceMalta 2019

Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

Investing in the future

Dolfin and Jaeger-LeCoultre present an evening of fine watchmaking discovery and a conversation on how to plan for the future, whether for brands or individuals.

30 November 2018, 18:00 - 20:00 / Jaeger-LeCoultre Flagship Boutique, 13 Old Bond Street, Mayfair, W1S 4SX

We invite you for a glass of champagne to celebrate the spirit of creativity and inventiveness that has driven the makers of Jaeger-LeCoultre watches for over 185 years and continues to carry the Grand Maison into the future today.

You will enjoy a demonstration from the London flagship boutique’s Master Watchmaker and hear a conversation on investing in the future for families and brands, with Richard Gray, Head of Investment Management at Dolfin, and Stéphane Belmont, Jaeger-LeCoultre’s Director of Heritage.

Speakers

  • Stéphane Belmont, Director of Heritage, Jaeger-LeCoultre
  • Richard Gray, Head of Investment Management, Dolfin

Agenda

18:00Welcome champagne
18:30Investing in the future
  • Richard Gray, Dolfin
  • Stéphane Belmont, Jaeger-LeCoultre
18:45Meet the Master Watchmaker, followed by a drinks reception
20:00Close

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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