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

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