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 rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

Dolfin’s Head of Investment Management shortlisted in Future Leaders Awards 2019

Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.

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.


In the press

Interview with Simon Black

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

Finance Malta discusses financial services in London briefing

Malta is becoming an increasingly attractive destination for financial services, according to Denis Nagy, CEO of the London-based investment firm Dolfin, who addressed a recent briefing hosted by Finance Malta and Dolfin at the firm’s offices in London.