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.

August 2019 investment update

With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.

Private islands and digital detox: luxury travel in 2019

A new generation of high-net-worth individuals are demanding new levels of luxury and one-of-a-kind experiences from their holidays – and the industry is stepping up to provide for them.

Dolfin Quarterly magazine now available online

For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.

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.

16 July 2019 /

Citywealth Magazine, the well-regarded publication for private wealth management professionals, recently held an open call to those aged 40 or under in the wealth management industry in search of the next ‘future leaders’. It wanted to know about their interesting deals and cases, the responsibilities they hold within their organisation, their hobbies outside of work, their philanthropic efforts, as well as a funny story or anecdote to share from their working life so far.

The result, after much deliberation by a senior panel of industry leaders and the Citywealth editorial team, is its 2019 Top 100 Future Leaders List, “the ‘superadvisors’ of the next generation”, as the publication calls them.

We’re proud to say that not only is Dolfin’s Head of Investment Management, Simon Black, on the prestigious list but he has been shortlisted in two categories in the Future Leaders Awards 2019 to be held in Mayfair on 13 November:

  • Investment/Portfolio Director of the Year
  • Financial Advisory/UHNW Services Individual of the Year

To vote for Simon, please visit his profile on Citywealth’s website then click on the – appropriately black – ‘Vote for Simon Black’ button.

 

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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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