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.

Emerging market debt opportunities

In this week's episode of Dolfin Discussions Geoff Wan, Fixed Income Analyst at Dolfin, is joined by Richard Briggs, Investment Manager, Emerging Market Debt at GAM Investments and Bennett Lim,...

Licensed to spill

Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

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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