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.

Green bonds vs SDG bonds

In this latest excerpt from our Q1 2020 investment outlook, Dolfin Credit Analyst Geoff Wan discusses the green bond market, how it has grown over the last few years, and looks to the future and introduction of the SDG (Sustainable Development Goals) format.

Finding a balance

After years of extremes, luxury property design trends appear to be approaching a middle way at the dawn of the 2020s.

Dolfin shortlisted six times in WealthBriefing European Awards

Dolfin has been shortlisted in a total of six categories for WealthBriefing’s Eighth Annual European Awards. The shortlisted categories include recognition at both a company and individual level.

Mastering tax and multigenerational wealth planning

Dolfin invites top UK tax advisers to share their expertise in a talk on private wealth structuring and tax planning strategies for international clients and their families.

27 March 2019, 16:30 - 19:00 / 50 Berkeley Street, W1J 8HA

Tax can be a daunting yet necessary element of relocation to another country. UK tax, in particular, is a complicated matter. In this workshop, we will cover key principles and elements of the UK tax and regulation, and discuss how to allocate your assets globally, structure your investments and pass on your wealth efficiently.

Our speakers, Winnie Cao from Blick Rothenberg, and Nancy Chien from Bedell Cristin, will share their insights and cover multiple nuances of onshore and offshore private wealth structuring, including the use of trusts and foundations.

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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