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Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

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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.

News

The latest information about Dolfin

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

Andrew Carrier

/ 16 July 2019

Dolfin awarded ‘Best International Clients Team’ by Wealth Adviser

Dolfin’s commitment to international clients, particularly from emerging markets, has earned it the title of ‘Best International Clients Team’ in the well-regarded Wealth Adviser Awards 2019.

Andrew Carrier

/ 27 June 2019

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

Dolfin

/ 11 June 2019

Dolfin bolsters Investment Committee

Dolfin has appointed four new members to its Investment Committee. David Schneider and Kevin Sullivan have joined following the firm’s recent acquisition of Falcon Private Wealth Ltd.

Andrew Carrier

/ 29 May 2019

Citywealth awards Dolfin ‘Innovation of the Year’

Dolfin recognised for its innovation during the prestigious wealth management Magic Circle Awards.

Andrew Carrier

/ 17 May 2019