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.

September 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

A postcard from Oman

A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.

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.

Dolfin at Binary District x Strelka summer programme ‘Digital Economy’

On 28 August 2018, Dolfin’s CEO Denis Nagy has took part in a panel discussion on ‘Infrastructure and regulation of the digital economy’ at the Strelka Institute in Moscow.

6 September 2018 / News
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Dolfin

This was the first event in a three-day conference «Digital economy: prospects for Russia» focused on establishing the conditions needed to create a thriving digital economy.

Denis has spoken alongside Sasha Ivanov, Founder and CEO of Waves and the Vostok project, Nikolay Tsekhomskiy, the Deputy chairman of board at Vnesheconombank, and others. The discussion was moderated by David Rowan, the Founding Editor of WIRED UK.

In his talk, Denis analysed the impact of technology on the wealth management industry, focusing on the evolving client expectations, the key technologies to transform the finance sector today, and the promise of technology for a new era of finance. Please see the highlights below, or watch the full video on YouTube.

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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