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.

Sustainable food sources

In this excerpt from our Q1 2020 investment outlook, Dolfin Head of Investment Management Simon Black discusses sustainable food sources, the future of food, and how we as a planet will feed ourselves.

The changing face of European regulation

James Farrugia, a partner at Maltese law firm Ganado Advocates, speaks to Dolfin about upcoming changes in European regulations and the impact Brexit might have on the European financial services industry.

Dolfin’s response to the coronavirus

The measures we are taking to safeguard the health of our team, act as responsible members of the community, and ensure uninterrupted, high-quality service to our clients and partners.

Investment update: August 2019

Our monthly breakfast briefing is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. Guests had the chance to hear some of our latest investment ideas and to question our views.

9 August 2019 / Videos

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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