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. Investing

Alternative plans

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.

Dolfin
/ 3 September 2019

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

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