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.

Inflation outlook: Post-lockdown recession

In this week's episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Caroline Miller, Chief Strategist at BCA Research, to discuss inflation.

Licensed to spill

Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

Dolfin CEO to speak at Wealth Summit 2020

Dolfin CEO Denis Nagy will be speaking at Wealth Summit 2020 this month alongside senior executives at Julius Baer, C. Hoare & Co, and Lombard Odier.

2 March 2020 / News

Taking place in London on 11 and 12 March 2020, Marketforce’s Investment Innovators: Wealth Summit 2020 is an opportunity to hear from leading private banks, wealth managers, family offices, asset managers and wealthtechs from all over Europe. They will gather and discuss what the next decade of innovation in the industry will look like.

Our CEO, Denis Nagy, will be part of a panel in the ‘Future clients, future demands’ stream on 12 March that will discuss ‘Predicting the evolution of future client expectations: where will the balance between human and digital lie?’

The topic of balancing human interaction with digital enhancement is of particular interest to Denis who wrote about it in the pages of Dolfin Diary last year,  declaring that the future of wealth management is bionic.

On 12 March, Denis will be joined by fellow panelists:

  • Annabel Bosman, Head of Relationship Management, RBC Wealth Management
  • James Richardson, Head of WealthPilot, Brewin Dolphin
  • Natasha Williams, Head of Private Office, LGT Vestra

For more information about the event, which also features Steven Cooper of C. Hoare & Co, David Durlacher of Julius Baer, and Charlotte Ransom of Netweath, visit Marketforce’s website.

Read More

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.

Learn more

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.

Learn more