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 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

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. Macro & Markets

Postcard from Switzerland

Switzerland’s highly decentralised system of cantons competing with each other to attract businesses has helped secure its reputation as a safe haven for investors, explains Maria Ivanova, Sales Marketing Manager at Dolfin, who is a Swiss national.

Maria Ivanova
/ 11 September 2018

Postcard from Malta

The momentum of the Maltese economy shows no signs of abating. The country is well placed to become an important bridge between post-Brexit Britain and the EU, and to keep growing and diversifying. Moreover, it has embraced many of the latest digital sectors, including digital ledger technologies (blockchain) and crypto currencies, writes Ramon Bondin, CEO of Dolfin Asset Services.

Ramon Bondin
/ 31 July 2018

Postcard from India

Priyank Lakhia, Relationship Manager at Dolfin, reports on the seismic changes taking place in his home country, and how their effect is being felt globally.

/ 24 April 2018

Postcard from Greece

The Greek government’s economic forecasts suggest recovery and solid growth in 2018, but the reality of day-to-day life in Greece is rather different, writes Dolfin’s Head of Sales, Georgios Ercan, who recently returned from a visit to his home country.

Georgios Ercan
/ 13 March 2018

Postcard from France

Valentin Vincendon, Dolfin’s Head of Product Development, looks at the prospects for the technology sector in his home country and explores whether start-up fever can generate long-term heat.

Dolfin
/ 6 December 2017

Postcard from China

China is making – and losing – wealth at an incredible speed. It’s part and parcel of the process of building (or in China’s case, rebuilding) a superpower and superpowered economy fit for purpose, says Giles Cheney, Head of China Desk at Dolfin

/ 25 September 2017

Postcard from Brazil

Despite its widely reported economic and political woes, Brazil’s tech sector is booming. Antonio Furtado, Relationship Manager at Dolfin, reports from his home country, and asks what the future holds for the world’s ninth-largest economy

Dolfin
/ 29 May 2017