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.
Join us for a quarterly outlook webinar where Simon Black and his investment management team will present a quarterly portfolio update, including analysis of our current positioning and performance, a look at the current financial markets, a macro update, equity update and a discussion on the webinars thematic theme, working from home.
Please follow the link for webinar registration.
Head of Investment Management
Head of Investment Portfolios
Financial Analyst
Equity Portfolio Manager
Senior Portfolio Manager
Credit Analyst
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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