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.

The road ahead for electric vehicles

This week on Dolfin Discussions, James Gutman - our Head of investment Portfolios - is joined by Investment Associate Anny Giavelli and special guest Ellen Hughes-Cromwick, Senior Resident Fellow for...

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

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.

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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