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.

Inflation outlook: Post-lockdown recession

In this week's episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Caroline Miller, Chief Strategist at BCA Research, to discuss inflation.

Licensed to spill

Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.

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.

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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