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.

Inflation outlook: Post-lockdown recession

In this week's episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Caroline Miller, Chief Strategist at BCA Research, to discuss inflation.

Licensed to spill

Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

Diary. Entrepreneurship

A seed investment

As funding from the National Health Service is squeezed, more and more people who are struggling to start a family are turning to the private sector – and it’s becoming a fertile ground for investors.

Dolfin
/ 7 January 2020

In conversation with Sharon Vosmek

Sharon Vosmek, CEO of Astia, is passionate about investing in high-growth start-ups founded and led by women. She spoke to Dolfin’s Head of Investment Management, Simon Black, and Investment Associate Anny Giavelli about her vision for the organisation and the role of women in business

Anny Giavelli
/ 26 November 2019

China in their hands

China is a world leader when it comes to successful female entrepreneurs. What is it that makes the world’s most populous country such a great place for women to do business?

Dolfin
/ 1 October 2019

Social currency

Is social media just a vehicle for preening Instagram influencers and obnoxious Twitter trolls, or does it have relevance in the wealth management space?

Dolfin
/ 23 July 2019

Every move you make

The rise of boutique financial services firms and challenger banks is creating new opportunities for people in the financial sector – but how do you know when it’s time for your next career move?

Dolfin
/ 21 March 2019

Grape expectations

When you’re on holiday, relaxing with a glass of something cold, it’s tempting to consider leaving the corporate world behind and embarking on a new venture – perhaps one involving wine. Dolfin Diary meets two entrepreneurs who have done just that.

Dolfin
/ 23 October 2018

Peak performance

Last August, a 14-strong team from Dolfin set out to attempt the Three Peaks Challenge. The experience was transformative for them as individuals and as a group.

Dolfin
/ 18 September 2018