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.
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.
Head of Investment Management
Head of Investment Portfolios
Credit Analyst
Investment Associate
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.
Learn moreFounded 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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