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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.
Videos

August 2020 investment update webinar

Having entered the second half of an eventful 2020, you could be forgiven for assuming that all of the virus drama is behind us. The real drama in H2 however, is...
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News

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 Q3 2020 investment outlook webinar from Dolfin’s Investment Management team. Please follow the link for webinar registration.

7 July 2020, 16:30 - 17:30 / Webinar

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.

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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