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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.
Monthly investment updates

January 2021 investment update

Our January investment update is now available to download.
Technology

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.
News

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

May 2020 investment update webinar

Hear our Investment Management team share their views on financial markets this month. Please follow the link for webinar registration.

7 May 2020, 16:30 - 17:30 / Dolfin webinar

Please dial in for our monthly investment update where our investment management team will present a global macroeconomic overview, explain our current portfolio positioning, as well as share our latest thematic ideas.

Please follow the link for webinar registration.

 

Speakers:

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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