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.

September 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

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 shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

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UK investor visas

Setting up a home and building a business in the United Kingdom has long been attractive to foreign investors. Our investor visa discretionary solution helps you obtain citizenship through investment.

Supporting
international investors

in relocating to the UK.

We provide reliable investment management services to investors looking to obtain a UK Investor visa (Tier 1). Our specialist team has extensive knowledge of supporting international clients ensuring you get a dedicated resource who understands your needs and objectives.

Benefits
Always in line with
Home Office requirements.

The UK Border agency reviews and changes visa requirements yearly. Our services meet the strict criteria and we monitor for any changes to ensure your portfolio remains aligned to the requirements of the Investor Visa scheme.

UK Investment
expertise.

As a firm, our roots are in UK private wealth management. We are headquartered in Mayfair, central London, and leverage our in-depth understanding of the country's investment landscape and our large network of specialist advisers and consultants on your behalf.

Dedicated team.

As a client, you get access to a dedicated Dolfin UK investor visa team who will work closely with you to understand your specific needs. The team can introduce you to one of the immigration specialists we have close relationships with or we're happy to work with your own; the choice is yours.

How it works
Your account is opened swiftly.
We provide you with an official letter confirming account details to the UK Border agency.
You place between £2 million and £10 million into your investment account.
We strategically invest your money into the UK situs assets.
We provide you with an official letter confirming account details to the UK Border agency.
Why Dolfin
Efficient on-boarding.

Whether it's 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.

Advanced 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.

Safe and secure.

We partner with 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.

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Please complete this form for more information about our UK investor visas solutions

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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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