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.

Emerging market consumers: focus or fail

Middle classes in developing nations are the world’s biggest demand sector, yet many companies have failed to access them. Simon Black, Dolfin’s Head of Investment Management, looks at how firms and investors can refocus on this vast and growing group.

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.

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:
Georgie Gold
Press releases
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

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.