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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

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 can serve 80% of UK investor visa applicants in native language

We can now service 80 per cent of applicants for tier one UK investor visas in their native language. That’s according to the Q3 2018 figures just released by the Home Office on the number of applicants, by country of origin, that have successfully applied for tier one UK investor visas.

4 December 2018 / News

China continues to dominate the leaderboard with 33 applicants. It is followed by Hong Kong, the United States and India in second, third and fourth place respectively. Of the overall 24 countries listed, there are 16 – including China, Russia, Turkey, Taiwan, Brazil, and Iran – for which Dolfin has staff that speak that country’s language natively. Our firm also has a broad network of Chinese and Russian-speaking third-party partners including tax advisors, lawyers and immigration agencies. This is just one way in which we act as a “one-stop-shop”, for foreign investors looking to settle in the UK.

Of course, for many countries the language barrier is not the only hurdle to overcome. Contrasting regulatory regimes is another recurring challenge. China for example, which accounted for 34% of successful tier one investor visas in Q3 2018, has a different financial markets’ regulatory landscape causing confusion around the necessary requirements when applying for a UK investment visa. That’s just one of the reasons that Dolfin established a dedicated China Desk, a team of Chinese-speaking members with different roles including relationship managers, sales support, marketing and even a compliance specialist. This dedicated team means we have reduced account opening times to as low as 48 hours in some cases.

Jay Williams, head of China Desk, said: ”The latest Home Office data suggest that even as we draw ever closer to Brexit we are not seeing demand slow. One of the primary drivers for tier one investor visas, aside from the UK legal system, is increasingly the UK education system. In comparison to alternative investor visa offerings across Europe, the UK is head and shoulders above its competitors. To meet this demand, we offer a unique and personalised service, guiding clients through the process in their own native language, a capability very few wealth managers can offer.”

“Following new rules introduced over the summer, we have seen a number of providers pull back from UK investor visa offerings and our counterparties are telling us that less than 50 per cent of investment managers are able to both invest correctly and provide the appropriate confirmation statements,’ comments Simon Black, Senior Portfolio Manager. ” At Dolfin, we do not restrict clients to one type of investor visa offering. We have three standard discretionary models and an ability to adjust the allocation to fit a client’s risk profile. We also have the capability to offer a custody and execution-only for clients who want to have some element of control over their holdings.”

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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