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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

Diary. Investing

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin
/ 21 May 2019

Caribbean connections

A recent Dolfin event and panel discussion highlighted the rich potential the Dominican Republic offers to international investors and Latin America in general.

Dolfin
/ 9 April 2019

Be afraid. Be very afraid.

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.

Dolfin
/ 25 September 2018

The accidental angel

Tony Jamous, software engineer turned entrepreneur turned full-time angel investor, shares his thoughts on opportunities for start-ups and investors in today’s tech landscape.

Dolfin
/ 4 September 2018

Treating advisers fairly?

In this guest post for Dolfin Diary, Nick Kelly, the founder and chief executive officer of IFA firm Alexander House, argues that almost everyone needs professional financial advice and that they should pay advisers a fair fee in order to be confident of receiving a quality service for years to come.

/ 17 July 2018

Tech trends to watch

With new technologies developing rapidly, now could be the time to consider including more exposure in your portfolio, says Joshua Jarvis, Investment Adviser at Dolfin.

/ 12 June 2018

Investment that’s out of this world

Things are looking up for space tech. Tiny, inexpensive satellites are sending huge amounts of data back to earth, and an army of entrepreneurs are using it to create innovative new services. Welcome to Space 2.0…

Dolfin
/ 10 April 2018

Going for gold

Things are looking up for space tech. Tiny, inexpensive satellites are sending huge amounts of data back to earth, and an army of entrepreneurs are using it to create innovative new services. Welcome to Space 2.0…

Dolfin
/ 20 March 2018

Tales of the unexpected

Unlikely though they seem without the benefit of hindsight, black swan events can and do happen. Hedging against them can therefore be a wise option for investors, says Vassilis Papaioannou, Dolfin’s Chief Investment Officer.

/ 5 March 2018