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.

Shelter

In this latest excerpt from our Q1 2020 investment outlook, our investment management team look at shelter. The third in our series of thematic pieces after food and water.

The changing face of European regulation

James Farrugia, a partner at Maltese law firm Ganado Advocates, speaks to Dolfin about upcoming changes in European regulations and the impact Brexit might have on the European financial services industry.

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.

Media Centre

Our media centre houses our latest press releases, information about our spokespeople, and a round-up of our most recent press coverage.

Media contact Please address all media enquiries to:
Lynn Begany
Press releases
12 February 2020

Dolfin shortlisted for Citywealth’s Magic Circle awards and WealthBriefing’s European Awards 2020

29 January 2020

Dolfin empowers family office Altaira Wealth Management with custody, execution and investment advisory

13 January 2020

Dolfin model portfolios outperform their benchmarks across most primary currencies and risk profiles

23 December 2019

Dolfin expands product offering to include gold in portfolios

13 May 2019

Dolfin completes the acquisition of Falcon Private Wealth’s business, taking client assets to more than $3bn

18 February 2019

Dolfin acquires business of UK subsidiary of Falcon Private Bank

8 January 2019

Dolfin extends Maltese operation with investment services licence upgrade

4 December 2018

Dolfin can serve 80% of UK investor visa applicants in native language

6 November 2018

Dolfin hires Credit Suisse and UBS veteran for new Head of Investment Management role

16 October 2018

Dolfin appoints Simon Black to bolster its private wealth management capabilities

2 October 2018

Dolfin rings in its membership at the Malta Stock Exchange

13 September 2018

Dolfin appoints Nick McCall as Head of Wealth Management

15 August 2018

Dolfin Group makes strong progress against strategic plan in first half of 2018

Our spokespeople

We’re a young, ambitious firm with some big ideas about how to improve investing. As challengers in a conservative industry, we try think differently than most. Whether you’re writing about macro-economics, markets, private banking, wealth & asset management, fintech or regulation, our team would be happy to contribute their idea.


Recent commentary in the press

A volatile beginning to the year

Dolfin Head of Investment Management, Simon Black, writes in FT Adviser about the volatile start to the year, focusing on coronavirus and the back and forth trade wars.

LSE trading delay an internal problem

Our COO, Amir Nabi, spoke to Rebekah Tunstead about the LSE's recent trading delay and the challenges of maintaining complex technology infrastructures.

Interview with Simon Black

Simon Black, our Head of Investment Management, spoke to Citywealth Magazine about why clients choose Dolfin.