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.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

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

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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