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.

The rise of Generation Z

A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.

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.

Investment update: February 2019

This month we are introducing a new format of our Investment Update videos with a focus on the topic of fixed income.

12 February 2019 / Videos

Watch Richard Gray, Head of Investment Management at Dolfin, in conversation with Bastian Wagner, Head of Fixed Income at Dolfin and Matthew Barnes, Portfolio Manager from Rubrics Asset Management.

Find out their views on global macroeconomic environment and how it impacts the credit space.

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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