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.

UK general election result

Despite the Conservative party winning a majority in yesterday’s UK general election, Brexit is far from ‘done’. The majority certainly gives Prime Minister Johnson more options, but all this really means is that the likelihood of a no-deal Brexit has diminished. Some investors, it seems, are overlooking this.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

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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