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.

Dolfin

Biography

Independent and agile wealth management.

We open investment accounts promptly and provide world-class custody, execution and investment management to private clients, financial advisers and institutional investors.

Contact Details

London

+44 20 3883 1800

[email protected]

LinkedIn

News

Dolfin supports Shine

At the invitation of a client, senior members of the Dolfin team took part in the inaugural Time to Shine gala.

Dolfin
/ 25 October 2019

Dolfin helps launch Vostok

Dolfin supports structuring and closing of $120m funding round to launch Vostok, a private blockchain platform and systems integrator.

Dolfin
/ 19 December 2018

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
Research

UK general election result

Despite the Conservative party winning a majority in Thursday’s UK general election, Brexit is far from ‘done’. The majority certainly gives Prime Minister Johnson more options, but all this really means is that the likelihood of a no-deal Brexit has diminished. Some investors, it seems, are overlooking this.

Dolfin
/ 13 December 2019
Diary

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
/ 15 January 2020

A seed investment

As funding from the National Health Service is squeezed, more and more people who are struggling to start a family are turning to the private sector – and it’s becoming a fertile ground for investors.

Dolfin
/ 7 January 2020

Could hangover cures become big business?

It’s Christmas party season and chances are most of us will wake up feeling less than our best. But help is at hand from a growing number of start-ups, pop-ups and spin-outs that promise a cure for that morning-after feeling. And investors are joining the party too.

Dolfin
/ 24 December 2019

Africa’s growing taste for cross-border investments

Rapid growth and increasing foreign direct investment in Africa has given rise to a new class of wealthy individuals and corporations. Sebastian Halle-Smith, Senior Relationship Manager at Dolfin, explores how they are choosing to invest their wealth and whether there is a renewed scramble for Africa as a result.

Dolfin
/ 3 December 2019

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
/ 29 October 2019

China in their hands

China is a world leader when it comes to successful female entrepreneurs. What is it that makes the world’s most populous country such a great place for women to do business?

Dolfin
/ 1 October 2019

Team Human vs Team Tech

Douglas Rushkoff, media theorist, documentarian and Professor of Media Theory and Digital Economics at Queens College, CUNY, argues that by unthinkingly embracing disruptive technology, we could lose sight of what makes us human.

Dolfin
/ 10 September 2019

Alternative plans

Alternative investments present an inviting opportunity for wealth managers, but they are not without challenges: for many wealth managers, offering a more diverse range of investments can prove too cumbersome and costly without significant technology upgrades.

Dolfin
/ 3 September 2019

The end of the grid

The entrenched, centralised nature of our electricity supply is being disrupted, largely by community energy projects. But what does this mean for the sector?

Dolfin
/ 16 August 2019

Social currency

Is social media just a vehicle for preening Instagram influencers and obnoxious Twitter trolls, or does it have relevance in the wealth management space?

Dolfin
/ 23 July 2019
In the press