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.

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.

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

Weathering the storm and mending the roof

The Review, the Journal of the Chartered Institute for Securities & Investment, spoke to Dolfin COO Amir Nabi about how
the Covid-19 crisis has tested businesses’ continuity planning to the limit. How well prepared have firms been for such an event, and how will their operations change in future as a result?

Amir Nabi
/ 16th June 2020

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.

Nick McCall
/ 29th May 2020

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.

Simon Black
/ 4th May 2020

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.

Simon Black
/ 1st April 2020

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.

Simon Black
/ 20th March 2020