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 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.
A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.
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.
We help our clients grow their wealth and their business by combining investment expertise with digital agility.
Earning the right to call ourselves a partner means taking the time to understand your current challenges and your ultimate goals, then designing solutions specifically for you.
We're a young, ambitious firm in a competitive market. We have big ideas about how to improve investing and, as challengers, we try harder, think differently and move faster than most.
Technology is at the heart of Dolfin. It makes us more nimble, powers your growth and puts investors firmly in control.
For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.
We have appointed Richard Webb as Head of Technology. In the newly created role, Richard will oversee our technology and infrastructure strategy and lead the development of our digital wealth management offering.
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.
Browse Dolfin Diary articles, our weekly look at the people, technologies and ideas shaping the investment landscape.
Read our independent research, including monthly investment updates plus quarterly scorecards and outlooks.
