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 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

A postcard from Oman

A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

Women’s wealth: Investing in female founders

Join us for a roundtable discussion focused on investing into high-potential women entrepreneurs and fuelling women-led businesses.

Register
24 September 2019, 10:30 - 12:30 / 50 Berkeley Street, W1J 8HA

Why aren’t more women investing to better secure their financial future and realise their potential? What steps can we take today to actively help women close the ‘investing gap’ and achieve financial autonomy?

Our second Women’s Wealth event is organised with Astia, a non-profit organisation and a global network dedicated to identifying and promoting best-in-class women entrepreneurs.

The discussion will be focused on investing into high-potential entrepreneurs and on fuelling women-led businesses. From considering why women have not always been wealth creators in the past, to the actions being taken today to counter those negative trends, the goal of this gathering is to help empower you to make independent financial and investment decisions.

Speakers

  • Rowan Gardner, CEO, Ozo Innovations
  • Nadia Sood, Founder and Group CEO, CreditEnable
  • Sharon Vosmek, CEO, Astia

This event is by invitation only.

Register

Please complete the form to apply for a place on this event.

Subscribe me to your updates; I want to be the first to know about your news, investment research, diary articles and events
I agree with terms and conditions


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.

Learn more

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.

Learn more