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 big test: How do we unlock the world?

James Gutman and Katy Peters, the Founder and CEO of 360 Health Ltd, discuss the various medical challenges in getting the world back to 'normal', post Covid-19.

Privacy in a pandemic

With the UK set to launch its Covid-19 track and trace app in June, we look at how technology has been deployed around the world to monitor the spread of the virus, and the implications for privacy and data security.

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

Advising generation Z

Nick McCall, Dolfin's Head of Wealth Management and Dolfin Sales Support Manager Olexandr Skoryk write about what it’s like to advise Gen Z.

Stocks fall as U.S./China tensions threaten rebound

Simon Black, Dolfin's Head of Investment Management, responds to news that European stock markets and oil prices have dropped, as a spat between top U.S. officials and China over the origin of the coronavirus fuels fears of a new trade war, derailing a rebound in global markets.

ESG: values, investments and Covid19

Simon Black, Dolfin's Head of Investment Management, discusses how, when it comes to ESG investing, powerful investors want more: more innovation, more impactful products and more measurement.

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.