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.

2021 outlook and winter drinks

Join us for the Dolfin end-of-year performance report, as well as our 2021 outlook and a comprehensive analysis of the key events that will be shaping the markets in the year to follow.

Please note, due to Covid-19 details surrounding this event are subject to change.

Register
8 December 2020, 16:00 - 19:00 / 50 Berkeley Street, W1J 8HA
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How would you like to attend?

Our events are by invitation only and often designed for specific audiences. Without a confirmation email from Dolfin, you will not be able to gain entry. To secure your place, please complete this short form, including the name of the Dolfin team member who invited you. We look forward to meeting you soon.

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Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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