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 2021 investment update

Our March investment update is now available to download.

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 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.

5 August 2019 /

Dolfin feels like a company transformed since I sat down to write my last editor’s letter. As you’ll read in our news section on page 32, in May we completed the acquisition of Falcon Private Wealth’s business, adding 300 new wealth management accounts with $800m of assets and taking our total client assets to over $3bn – a significant milestone.

Just as importantly though, 14 ex-Falcon staff joined the dynamic team we already had, spread over offices in London, Malta and Amsterdam. It’s that team – those people – that really make Dolfin stand out. They’ve proven that they have the ability to take on substantial new business despite the operational complexity involved.

Our Amsterdam team has been working hard on our technology. This quarter we launched not only a new client reporting portal, myDolfin, but also phase one of our digital CRM platform, which enhances our onboarding and compliance processes. As I argue in ‘The future of wealth management is bionic’ on page 22, wealth firms must pursue human interaction while embracing technology to remain compelling to clients and deliver digital convenience as well as investment performance.

Dolfin feels like a company transformed

Meanwhile, our colleagues in Malta have been growing our asset servicing business at a remarkable speed, responding to a hitherto unmet demand from international clients there for high-quality custody, depositary and execution. In the run-up to the FinanceMalta conference in June, which we are participating in, we interviewed Kenneth Farrugia, Chairman of FinanceMalta and Chief Business Development Officer at the Bank of Valletta. Turn to page 14 for his insight into the island’s bright future.

Although we also build technology and have expanded the breadth of our financial services to areas like depositary for funds, at heart we remain an investment firm. With this in mind, we continue to evolve our investment proposition. Starting on page 4, our Head of Investment Management, Simon Black, gives you a taste of his latest quarterly investment outlook, strategy and ideas. The big step forward is the addition of large thematic ideas: in this issue, the future of food and food sustainability.

As ever, we are driven by conversations with you – our clients and readers. We look forward to continuing the dialogue – on these pages and at our events – and being a trusted partner to you for years to come.

> Download Dolfin Quarterly Magazine, Summer 2019

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Dolfin hires Richard Webb as Head of Technology

We have appointed Richard Webb as Head of Technology. In the newly created role, Richard will oversee our technology and infrastructure strategy and lead the development of our digital wealth management offering.

/ 30 July 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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