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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

Family finance is a women’s issue

Wealthy women are bringing a more collaborative approach to the business of managing family wealth, leading to better thought through investment strategies with greater client buy-in

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

Women’s wealth: Investing in female founders

Women’s wealth: Investing in female founders is fully booked. If you would like to be added to a waiting list for this event, please register below.

 

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

Women’s wealth: Investing in female founders is fully booked. If you would like to be added to a waiting list for this event, please register below.

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