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.
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.
Last quarter, Dolfin hosted an event to showcase one of the family offices on its platform, Altaira Wealth Management.
We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.
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.
During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.