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 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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