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Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

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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.

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The latest information about Dolfin

Dolfin shortlisted for Citywealth’s Magic Circle Awards 2020

Dolfin has been shortlisted for Software Innovators of the Year and our Head of Investment Management, Simon Black, has been shortlisted for the Wealth Professional Award in this year’s Citywealth Magic Circle Awards. Voting closes on 15 April 2020.

/ 3 February 2020

Dolfin platform empowers family office Altaira Wealth Management

Last quarter, Dolfin hosted an event to showcase one of the family offices on its platform, Altaira Wealth Management.

/ 29 January 2020

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.

/ 13 January 2020

Dolfin expands product offering to include gold in portfolios

Dolfin announced today that the range of asset classes it can include in client portfolios has been expanded to paper gold. Other precious metals are expected to follow.

/ 23 December 2019

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

/ 29 November 2019