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.

The rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

Dolfin’s Head of Investment Management shortlisted in Future Leaders Awards 2019

Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.

Social Media for Financial Services: An interview with Georgios Ercan

In the second instalment of Spotlight On: SoAmpli Clients series, our Head of Sales Georgios Ercan sat down with Charlotte Smith, SoAmpli to speak about our approach to social selling.

23 August 2018 / News
Author
Dolfin

In this interview, you’ll get to know why Georgios joined Dolfin and what challenges does he find in his day-to-day job. The main focus of the article is on how to utilise social media for financial services in the best possible way.

“The most successful one has been LinkedIn because that’s what my professional network is, that’s where you create awareness. There are times when I have pitched to someone on LinkedIn to have a meeting and talk about stuff and they haven’t responded but when they’ve seen a post that relates to them such as immigration or investment portfolios, technology or macro views they reach out”, says Georgios.

Read the full interview here.

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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