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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

Dolfin wins ‘Excellence in Client Service’ at the annual International Investment Awards

Dolfin was recognised for our outstanding client service at the 20th annual International Investment Awards.

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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.

We on-board clients quickly and price our services fairly, flexibly and transparently.

Account types
Benefits
Multi-asset

Our diverse network of sub-custodians allows you to invest in - and custody - a wide range of asset classes and products, including: fixed income, ETFs, developed and emerging market equities, FX, mutual funds, hedge funds, options, equities, futures, private placement holdings and CFDs.

Multi-currency

Making the most of every opportunity often means investing on a global stage. Our custody accounts enable you to hold assets and transact in all major developed and emerging market currencies.

Multi-market

We offer custody in more than 120 markets, including all major developed and emerging market jurisdictions. Our custody clients enjoy efficient multi-asset and multi-currency execution performed by our independent trading desk.


Our sub-custodians

Unlike many dedicated investment firms, we are licensed by the FCA to offer UK-based custody ourselves and MFSA to offer custody out of Malta. To do so we work work with a network of carefully selected sub-custodians that safeguard your assets in multi-asset and multi-currency investment accounts operating in more than 120 jurisdictions.

The right partners make a strong network

We have carefully selected a group of sub-custodians and cash-handling agents who we work with closely.

All of our sub-custodians are evaluated according to their capabilities, reporting systems, effeciency and the flexibility of their technical support and operations, and their credit rating.

Your assets safeguarded

Your securities and cash are held on your behalf and ring-fenced from Dolfin’s own accounts so you are entirely protected from Dolfin credit risk. In the very unlikely event of Dolfin being declared insolvent, our sub-custodians cannot withhold any money from our client accounts. Unlike a bank, we do not hold client assets on our balance sheet.

Assets allocated to fully
segregated accounts.
Dedicated on-boarding team helps to open an account
Seamless process of transferring funds
Assets allocation in to fully segregated accounts
Why Dolfin
Efficient on-boarding.

Whether its for you or one of your clients, Dolfin's dedicated account management and compliance teams ensure that our on-boarding process, while diligent, is one of the most timely and efficient in the industry.

Safe and secure.

We partner with a global network of well-regarded sub-custodians. To safeguard your securities and cash, they are held on your behalf, ring-fenced from our own accounts. At no point does Dolfin become the owner of your assets; we act only as a nominee.

Insightful reporting.

Our online, customised reporting gives you account information at any time and you can set-up automated reports in a format that's right for you. If you're financial intermediary, you can white label our reports for your own clients. Our reporting complies with MiFID II guidelines.

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Leadership

Dolfin is led by a team of investment and wealth managment professionals whose careers in finance stretch back more than 15 years.

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