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.

August 2019 investment update

With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.

Postcard from Nigeria

Africa’s largest economy is still in the process of recovering from its 2016 recession, and the unmet needs of its fast-growing population present significant opportunities for investors, writes Temidire Odesanya, Relationship Manager at Dolfin

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

Citywealth awards Dolfin ‘Innovation of the Year’

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

17 May 2019 / News

Last night at a ceremony at the Landmark Hotel in London, Dolfin was honoured by Citywealth for ‘Innovation of the Year’ during its prestigious Magic Circle Awards.

The Magic Circle Awards are held annually to find the best advisors and managers in the global industry. Entries are either by nomination from the global industry or companies can also send in detailed submissions. All entries for each category are then shortlisted as finalists by a judging panel featuring ten global industry experts.

Citywealth was founded in 2005 with the purpose of bringing together ultra-high net worth clients and their advisers and managers working in the private wealth sector. Citywealth achieves this with a mixture of publications, events, training and networking groups which bring together different segments of the market to develop contacts, build business and raise standards in the sector.

Visit the Citywealth site for details of the awards.

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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