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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

Emerging market consumers: focus or fail

Middle classes in developing nations are the world’s biggest demand sector, yet many companies have failed to access them. Simon Black, Dolfin’s Head of Investment Management, looks at how firms and investors can refocus on this vast and growing group.

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

News

The latest information about Dolfin

Taking the pain out of MiFID II

Four weeks after Dolfin’s systems were ‘switched on’ to coincide with the initial roll-out of the Markets in Financial Instruments Directive II (MiFID II), we invited a group of asset managers and intermediaries to a briefing on the impact of the legislation.

Dolfin
/ 6 February 2018

Connecting with Chinese wealth

Dolfin is co-sponsoring the China Offshore Summit in Shanghai, consolidating our position as a leading provider of investment and immigration advice to high-net-worth Chinese individuals.

/ 26 October 2017