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.
As the year draws to a close, we are looking back at the many highlights from the news, research and Dolfin Diary content we have shared in 2019.
On each day of Advent, we will revisit a unique highlight from the people, ideas and technologies we have written about over the last 12 months.
Join us by following #DolfinAdvent on your favourite social media channel – LinkedIn, Twitter or Facebook – or visiting our dedicated page.
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 was recognised for our outstanding client service at the 20th annual International Investment Awards.
Dolfin was recognised for our outstanding client service at the 20th annual International Investment Awards.
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 moreFounded 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 moreWe pride ourselves on our ability to help. Please get in touch.
Contact us