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.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

Diary. Investing

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

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