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 shortlisted twice in Citywealth’s Brand Management & Reputation Awards

We have been shortlisted for Best Social Media Marketing and Product Marketing Associate Arjun Gadhia has been shortlisted for the Rising Star of the Year award at the Citywealth Brand Management & Reputation Awards.

7 April 2020 / News

Each year the Citywealth Brand Management & Reputation Awards highlight the best brands emerging in a consolidating financial industry. They also recognise the ever-important business services function, teams who are supporting business profit and navigating reputational risk for their organisations in the digital world.

This year, Dolfin has been nominated in the following two categories:

The first nomination is recognition of 2019’s #DolfinAdvent campaign, our end of year look back at the many highlights from the newsresearch and Dolfin Diary content shared throughout 2019. For more information on the campaign, please click here.

The shortlisting follows the news in February that Dolfin had been nominated in two categories at Citywealth’s Magic Circle awards, and shortlisted in six categories for WealthBriefing’s Eighth Annual European Awards.

I really value these nominations as recognition of the creative spirit and valuable content we try to foster.

Andrew Carrier, CMO of Dolfin said: “At a time then the world is preoccupied with Covid-19, industry awards may not be front of mind but I really value these nominations as recognition of the creative spirit and valuable content we try to foster at Dolfin”.

The shortlist is based on submissions, judges’ recommendation and editorial research. To see the full shortlist, please click here.  The winners will be announced at the awards ceremony on 16 September 2020. The voting deadline has recently been extended and now closes on 1 June 2020.


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Dolfin’s response to Covid-19

In light of concerns about the coronavirus (Covid-19) here are the precautionary measures we are taking to safeguard the health of our team, act as responsible members of the community at large, and ensure uninterrupted, high-quality service to our clients and partners.

/ 7 May 2020

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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