Our CEO and our Head of Sales will address the future of wealth management at Spear’s Magazine’s Wealth Insight Forum on 27 September in London.
Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.
A Dolfin briefing on 19 September focused on the very real risk to businesses of all sizes posed by cybercriminals, as well as investment opportunities in the cybersecurity sector.
Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with a team of more than 100 people, an international presence and our own bespoke technology platform. Although we now look after more than £1b of client assets and handle around £600m of brokerage flow every month, the commitment that drove us in those early days endures: we are our clients’ first port of contact because we think differently, try harder and act faster than most.