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 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

Dolfin to sponsor FinanceMalta conference 2019

Dolfin is co-sponsoring the 12th FinanceMalta Annual Conference taking place in Malta next month.

9 May 2019 / News

Held at the Hilton Conference Centre from 5 to 6 June 2019, this year’s annual FinanceMalta conference is titled Malta: A Platform for Innovation and will include sessions on the innovation that is driving our sector forward, such as fintech and AI. This year the conference will also include case studies focusing on setting up a business in Malta and what it entails for a foreign national, giving further insight into people’s experiences with financial services in Malta.

This is the second year that we have sponsored the FinanceMalta Annual conference and it is a highlight in the business conference calendar for Malta that grows in numbers and prestige year after year.

Since last year’s conference, Dolfin has become a member of the Malta Stock Exchange and we’ve extended our operation in Malta with an upgrade to our investment services licence. With these latest permissions, we offer private and institutional clients a very comprehensive range of investment services from our offices in the heart of Valletta.

Given the growing importance of Malta as a financial centre and the fact that FinanceMalta’s conference is the preeminent financial event in the country, Dolfin will be represented not just by members of its Malta team but also from its London HQ, including COO Amir Nabi.

To find out more about Dolfin’s comprehensive range of solutions for private clients and institutional investors, please join us at our booth during the conference or contact us to arrange an appointment in advance.

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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