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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

Dolfin appoints Nick McCall as Head of Wealth Management

Today, we are happy to announce the appointment of Nick McCall as Head of Wealth Management.

13 September 2018 / News

With over 30 years’ experience in the financial services industry – most recently leading private wealth firms such as Hay Hill, Falcon Private Wealth and Clariden Leu and, before that, senior roles at the likes of Credit Suisse and Merrill Lynch – Nick joins to strengthen our sales and trading capabilities, and lead an expanding team of private client relationship managers.

Nick’s role, along with the other significant appointments and extension of our permissions in Malta during H1 of 2018, signals the continual development of the firm. We now offer custody, depositary (in Malta), execution brokerage and asset management services to private clients, financial advisers and institutional investors from both our London headquarters or the newly expanded office in Valletta.

Nick comments: “Dolfin is now a well-established firm with forward momentum. I’m excited about the opportunity to build awareness of its offerings, extending and diversifying its international private client base. Unlike many wealth managers with outdated systems and legacy thinking, Dolfin’s approach is truly nimble. By combining technology with investment expertise, it can offer a compelling client experience that I’m eager to be a part of delivering.”

Denis Nagy, CEO, said: “We’re delighted to welcome Nick to the team. He brings a wealth of industry expertise and his long history in wealth management will support our focus on building close and lasting relationships with our clients. Nick’s appointment is part of our continued commitment to significantly improve our investment process by challenging convention and harnessing technology.”

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.

Learn more

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.

Learn more