Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
As the world begins its first tentative steps out of lockdown, Dolfin’s Head of Business Development Georgios Ercan and Head of Investment Management Simon Black reflect on the preoccupations our clients have expressed during the Covid-19 crisis
The latest gold price spike shows that the metal is still a strong sanctuary during times of financial crisis. But gold serves many important purposes in a portfolio, beyond its role as a haven.
Forward-thinking wealth managers are adapting to meet the digital demands of high-net-worth clients and mass affluent investors, writes Nick McCall, Head of Wealth Management at Dolfin.
Wealthy women are bringing a more collaborative approach to the business of managing family wealth, leading to better thought through investment strategies with greater client buy-in
With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.
Alternative investments present an inviting opportunity for wealth managers, but they are not without challenges: for many wealth managers, offering a more diverse range of investments can prove too cumbersome and costly without significant technology upgrades.
Impact investing is set for rapid expansion, writes Investment Relationship Manager Anny Giavelli
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.
A recent Dolfin event and panel discussion highlighted the rich potential the Dominican Republic offers to international investors and Latin America in general.
Millennials’ attitudes and behaviour – and those of their employers – are creating an alien pensions landscape, writes Nick McCall, Dolfin’s Head of Wealth Management.
Dolfin hosted wealth managers, advisors, lawyers and other private client professionals at an event to discuss the potential of Malta as a destination for global HNWIs.
As London gears up for its annual Frieze Art Fair, we explore how to break into the contemporary art market as a collector and the tax considerations to bear in mind.
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.
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.
The flow of wealth into global property markets is increasing, research has found, and – Brexit notwithstanding – London remains a magnet for investors.
Dolfin CIO Vassilis Papaioannou joined a panel of speakers at the Invesco Powershares Multi-Asset Symposium in London