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.

Shelter

In this latest excerpt from our Q1 2020 investment outlook, our investment management team look at shelter. The third in our series of thematic pieces after food and water.

The changing face of European regulation

James Farrugia, a partner at Maltese law firm Ganado Advocates, speaks to Dolfin about upcoming changes in European regulations and the impact Brexit might have on the European financial services industry.

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.

Quarterly investment outlook

Join us for a Q2 2020 investment outlook from Dolfin’s Investment Management team. Please follow the link for webinar registration.

7 April 2020, 16:30 - 18:30 / 50 Berkeley Street, W1J 8HA

Join us for a quarterly outlook where our investment management team will present a quarterly portfolio update, a global macroeconomic overview and outlook for the next months, as well as our positioning in light of the rapid developments we are seeing on global financial markets.

Please follow the link for webinar registration.

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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