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 helps launch Vostok

Dolfin supports structuring and closing of $120m funding round to launch Vostok, a private blockchain platform and systems integrator.

19 December 2018 / News

This morning at a press conference in Moscow, Waves Platform, a public blockchain platform, announced that it has completed a $120 million funding round to launch Vostok, its private blockchain platform and systems integrator. Dolfin helped structure and close the round with a brief to secure investors from key target markets who had both the expertise and the appropriate projects on which to deploy Vostok to best effect.

Vostok has been developed by Waves Platform specifically to form the basis of digital infrastructure for large enterprises and public institutions. The launch of the first projects in Europe and Asia is expected at the beginning of 2019.

Dolfin CEO, Denis Nagy commented: “Despite heightened investors’ interest in digital technologies, attracting private funding is often problematic due to the lack of financial infrastructure to support and structure the deals in the DLT space. We worked closely with the Vostok team to develop a model familiar to private equity investors yet customised to enable the financing of this project.”

A second funding round is scheduled for early 2019.

For further information, download the Waves Platform/Vostok press release.

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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