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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

Dolfin shortlisted for Citywealth’s Magic Circle Awards 2019

Dolfin has been shortlisted for Industry Newcomer of the Year and Innovation of the Year in this year’s Citywealth Magic Circle Awards. Voting closes on 12 April.

12 March 2019 / News

Organised by financial publisher Citywealth, the well-regarded Magic Circle Awards are held annually in the Spring to find the best advisers and managers in the industry. Entries can either be by nomination from the industry or companies can also send in detailed submissions. All entries for each category are then shortlisted as finalists by a judging panel featuring ten global industry experts. The voting, which is open now, happens online and the results will be announced at a ceremony on 16 May.

This year, Dolfin has been shortlisted in two categories:

  • Industry Newcomer of the Year; and
  • Innovation of the Year

“Over the last few years, we’ve become one of London’s fastest growing wealth managers, while building a platform offering highly diverse and innovative products to our clients,” commented Dolfin CEO Denis Nagy. “It’s now a real honour to be shortlisted for Citywealth’s awards and to find ourselves amongst some very respected peers in our sector.”

Please visit the Citywealth website to vote in the awards.

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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