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.

Family finance is a women’s issue

Wealthy women are bringing a more collaborative approach to the business of managing family wealth, leading to better thought through investment strategies with greater client buy-in

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 COO named in PAM Top 40 Under 40

Amir Nabi has been recognised in this year’s prestigious list of industry high-achievers published by PAM Insight.

22 March 2019 / News

We are delighted to announce that our COO, Amir Nabi, has been included in PAM Insight’s annual list of 40 high-achievers under 40.

Now in its 10th year and firmly established amongst private client professionals as a definitive guide to the rising stars in the private banking and private asset management sectors, PAM’s Top 40 Under 40 acknowledges the next generation’s leaders in the UK and UK offshore markets.

The list is based on PAM Insight’s experience and knowledge of who is rising to the top quickly, and why. An open call is made for nominations to allow readers to suggest those rising stars they feel should make the list. The final list is drawn up based on professional qualities and achievement. Other factors taken into account included the reputation or performance of the company that the nominee works for, feedback from the most senior executives, trajectory of promotion/business development success and relative age – younger individuals achieving senior positions at the same time as older peers points to greater future potential.

Amir is responsible for all aspects of Dolfin’s operations. This includes investment operations, risk, legal, IT, HR, and administration. He joined Dolfin in 2015 from Lucidus Capital Partners, where he was COO and specifically focused on risk, compliance, and marketing.

If you have a subscription, you can browse the entire Top 40 Under 40 list on thewealthnet. Find out more about Amir and the rest of Dolfin’s leadership team here.

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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