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 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.
A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.
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.
Assessing a client’s true appetite for risk can itself be a perilous proposition, but advanced technology and clever thinking can get you closer to the truth.
It’s been 20 years since Will Smith saw off hordes of attacking aliens in the sci-fi blockbuster. Today, should we be worried about a different kind of invasion?
There is less truly innovative thinking in the world of fintech than the hype in the press would have you believe – writes Dmitry Tokarev, Dolfin’s Chief Technology Officer – but a small number of genuine pioneers are working to reimagine finance
