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.

January 2020 investment update

Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...

Transformative technology

The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.

Dolfin model portfolios outperform their benchmarks

We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.

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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