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.

January 2020 investment update

Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...

Transformative technology

The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.

Dolfin model portfolios outperform their benchmarks

We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

21 August 2019 / News

Now in their 20th year and the longest running in the industry, the International Investment Awards recognise excellence in the investment management sector. We are proud to say that Dolfin has been shortlisted in two categories this year:

  • Emerging Talent of the Year; and
  • Excellence in Client Service

The awards are decided by a panel of independent judges and their decisions are informed by online voting.

The voting is open until 23 September 2019 and the results will be announced on 16 October 2019 at a prestigious awards dinner – regarded as one of the international investment and advice world’s biggest nights – that will be held at the historic Gibson Hall in the heart of the City in London.

Voting takes just a moment and we would appreciate your support.

  • To vote for Simon Black as ‘Emerging Talent of the Year’, click here.
  • To vote for Dolfin in ‘Excellence in Client Service’, click here.


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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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