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.

September 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

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.

5 November 2019 /

Clients can gain access to deals analysed by our experts through a customised online portal while retaining full control of how much they invest. The offering also gives clients full transparency with the added option to meet directly with the management of potential investee companies.

Investment opportunities can be advised or non-advised and span equity, mezzanine and debt markets across a breadth of sectors including fintech, medtech and agtech, offering diversification and returns uncorrelated to public stock markets. These are spread across geographies from the UK, Europe, Africa and the Far East.

We have assembled a strong team for private investments, with collective expertise ranging from former entrepreneurs to venture capital and private equity professionals.

Simon Black, our Head of Investment Management, said: “The Dolfin Private Investment Club enhances our offering by allowing clients who qualify to construct their own direct venture capital investment portfolio in companies around the world in a number of different sectors. They do this through a user-friendly investor portal with the support of – and access to – Dolfin’s expertise. Many of our more sophisticated clients are concerned about how they can generate real returns over the next five to ten years and we believe that this is part of the solution. Ultimately, the service connects clients to unique sourcing channels so they can uncover new and exciting investment opportunities.”

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Dolfin Quarterly magazine now available online

For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.

Denis Nagy
/ 5 August 2019

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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