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.

Diary. Entrepreneurship

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