Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
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.
There has been wide-scale regime change in the equity markets. The debate surrounding active versus passive investment strategies needs to be reset, writes Adrian van den Bok, Senior Portfolio Manager.
The Monaco Global Family Office Investment Summit brought together elite investors from around the world to share insights into strategies for successful investing in today’s volatile markets
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
Rapid technological advances mean that cleaner alternatives to fossil fuels make financial as well as environmental sense. What does the swing to green energy mean- for investors – and what should they be wary of holding?
The once agile masters of the investment universe have become slow and cumbersome. Could they be facing extinction as new investment strategies take their place, asks Dolfin’s Chief Investment Officer Vassilis Papaioannou
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
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.