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 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

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.

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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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