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.

September 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

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.

Meet Dolfin

To mark the appointments of Nick McCall as Head of Wealth Management and Simon Black as a Senior Wealth Manager, we are hosting an informal get-together at which their guests will have an opportunity to get to know Dolfin and find out more about the benefits of working with an agile and independent wealth management platform.

16 October 2018, 17:00 - 19:00 / 50 Berkeley Street, London, W1J 8HA

Since the global financial crisis, the wealth industry has taken significant steps towards being a more transparent and open environment. But a paradox exists. On the one hand, clients are more aware than ever of the complexities of the financial and regulatory landscape, so they want an even closer relationship with their wealth manager. On the other hand, they demand the convenience, simplicity and low cost they’ve become accustomed to with smartphones and tablets.

Now we are seeing smaller firms emerge, firms that can leverage technology in a much more agile way than the larger firms can. They are tackling compliance, weeding out inefficiencies and delivering 21st century, tech-enabled client service. They’re building platforms that appeal to clients and wealth managers alike.

Join this session to hear from our CEO why he believes Dolfin is a new kind of wealth management business, one in which technology enhances human investment expertise and client interactions. Then Nick and Simon – with their combined 40 years of experience in private wealth – will share why they joined Dolfin and how they see it benefiting their clients.

The briefing will be followed by an opportunity to chat to more of the Dolfin team and its partners over drinks and canapés

Agenda

17:00Welcome and registration 
17:30An introduction to Dolfin - Denis Nagy, CEO
17:40Dolfin in private wealth - Nick McCall, Head of Wealth Management - Simon Black, Senior Wealth Manager
18:00 Networking over drinks and canapés
19:00Close

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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