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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

Dolfin Group makes strong progress against strategic plan in first half of 2018

Today we are proud to announce the highlights of our strong 2018 H1 performance.

15 August 2018 / News

Our highlights include:

– Malta custody and depositary licence secured by Dolfin Asset Services (Ltd), our operation in Malta

– New Malta office opened in Valetta, with a local team expanded to nine people, and several clients already on-boarded

– 22 new hires – including in fixed income asset management, quantative analysis, China Desk and relationship management – taking total global headcount up 14%.

– 30% growth in private and institutional client numbers

– Client assets now approaching $1.7bn

Denis Nagy, CEO, said: “In the first half of 2018, we have been focused on enabling professional financial advisers to enhance their client propositions. We’ve established strategically important partnerships, expanded our team, and launched our events programme. Most importantly though, we have increased the depth and breadth of our offering both here in the UK and in continental Europe via Malta. That’s critical: our clients now have the choice between booking in London or Valetta and can expect the same world-class service either way.”

Supporting our growth trajectory, we have made significant team appointments with Bastian Wagner, Anton Gorbunenko, and Michelle Li joining the Investment Management, Sales, and China Desk respectively and contributing to a global headcount of more than 100.

The second half of 2018 will see us continuing to leverage technology in wealth management to address advisor efficiency and relevance.

Denis Nagy said: “This year, more than ever, we are focusing on the opportunity afforded by technology – both in terms of how it can empower our own investment process and the disruptive innovation in can create across a multitude of sectors from biotech to automotive – and of course wealth management itself.”

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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