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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

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.

Connecting with Chinese wealth

Dolfin is co-sponsoring the China Offshore Summit in Shanghai, consolidating our position as a leading provider of investment and immigration advice to high-net-worth Chinese individuals.

26 October 2017 / News
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Held at Shanghai’s Grand Kempinski Hotel from 31st October to 2nd November, the summit provides a platform to educate Chinese financial intermediaries on the effective use of tax planning and asset management tools available in low-tax jurisdictions. It attracts more than 400 wealth management professionals, private and offshore banks, international and offshore legal professionals, and others with an interest and expertise in filling the gap in traditional offshore planning. This year’s event will include a day focused on immigration by investment.

With its robust property market, premium service providers and myriad international travel links, London is particularly attractive to Chinese investors. As Head of Dolfin’s China Desk, I am responsible for building long lasting relationships with our Asian clients, with a primary focus on Greater China, and helping them to navigate the complexities of moving to the UK, securing an investment visa as well as providing reliable custody options.

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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