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

Sowing the seeds for growth

Dolfin attended and co-sponsored the China Offshore Summit, held at Shanghai’s Grand Kempinski Hotel from 31 October to 2 November. Our presence at the event highlighted not only the huge and significantly underserved market for financial services that exists among wealthy Chinese, but also Dolfin’s position as a leading provider of investment advice to the country’s high-net-worth individuals.

Dolfin
/ 15 November 2017

An ethical minefield

Would you invest in tobacco? How about alcohol, or gambling? And how green are “green” investments anyway? We take a look at the ins, outs and moral maybes of ethical investing

Dolfin
/ 31 August 2017

Effective FX

Traditional asset managers make use of the foreign exchange market to hedge their clients’ risk exposures. But the current macro-economic and political environment is producing interesting investment opportunities in the FX space, explains Vassilis Papaioannou, Dolfin’s chief investment officer

/ 19 May 2017

The ins and outs of post-Brexit investment

The result of the UK’s referendum on membership of the European Union shocked the nation – and the markets. But whether you voted for Brexit or Bremain, the tumultuous aftermath offers some exciting opportunities for investors, writes Thom Gascoigne, Head of Structured Products at Dolfin

/ 27 June 2016

Diversification: Clever, complex, and critical

An intelligent approach to diversifying portfolios can have a significant impact on returns for investors. Dolfin’s CEO Denis Nagy and Vassilis Papaioannou from its investment team explain why effective diversification is far more complex than simply spreading a portfolio thinly across asset classes or investment styles.

Dolfin
/ 30 May 2016