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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

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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