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.

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The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin’s response to Covid-19

As we adapt to a world transformed seemingly overnight by Covid-19, Dolfin’s focus is clear. We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

7 May 2020 / News

During the early days of the crisis we updated our business continuity plan, conducted a firm-wide programme of testing all our staff’s remote working capability, and communicated daily updates to our colleagues to ensure they each took all sensible precautionary measures.

Those preparations stand us in good stead and our team is ready and able to continue to support you as normal. Here is a summary of our current response, which is guided by the latest information from the governments of those countries in which we have offices: the UK, Malta and the Netherlands:

Safeguarding the wellbeing of our team

  • Working remotely
    All our staff are now working at full capacity from home, well positioned to deliver exceptional work for clients through robust support from Dolfin’s technology team.
  • Keeping close
    We are in regular contact with each other throughout the day via instant messaging, video conference and phone calls. Our leaders are mindful of their teams’ physical and mental health.
  • Helping however we can
    We have created a resource library on our intranet that houses the latest medical advice, travel guidelines, as well as help for those self-isolating or social distancing. This ranges from the serious (such as how to source groceries and look after their physical and mental wellbeing) to the fun (such as lists of the world’s great museums and heritage sites offering virtual visits).

Acting as responsible members of the global community

  • Providing valuable information safely
    Our programme of events has been turned into a series of webinars and we have suspended attending all industry events until futher notice.
  • Keeping people safe
    All ‘in person’ meetings have been transitioned to alternatives such as phone or video calls.
  • Supporting relief efforts
    We are matching any donations our staff make to Covid-19 relief efforts – locally, nationally or internationally – on a like for like basis.

Delivering high-quality service to our clients and partners

  • Remaining at your service
    All of our team is available to you in exactly the same way as you would normally contact them, over the phone, through email or any other channel. We remain fully operational.
  • Trading without interruption
    Our trading desk is open as normal – for both European and US trading hours. Please contact your relationship manager to place an order.
  • Handling your discretionary and advisory investments
    Our investment management team continues to manage our discretionary portfolios, to publish our research regularly and to host investment updates on a monthly basis that you can attend live via webinar or watch recordings of afterwards on our website. Clients are also receiving weekly investment updates via email.

These are truly unprecedented times and we are well aware that they can be disconcerting. As ever though, we’re here to help.

This post will be updated as needed, should elements of our response change.

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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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