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.

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

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.

Member of the Advisory Panel

David Roper

Biography

David Roper joined Dolfin’s Advisory Panel in March 2019. David is former financial services partner with PwC where he set up and led dedicated financial services teams in both The North West and The Midlands.

David has over 30 years’ experience of advising companies in the financial sector including long term savings and wealth management, and has extensive experience of regulatory reporting. He currently sits of the boards of a number of charitable and tertiary education institutions involved with music, and chairs the Audit Committee of Atom Bank.

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