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.

Breakfast briefing: June investment update

Hear our Investment Management team share their views on financial markets this month.

6 June 2019, 8:30 - 10:00 / 50 Berkeley Street, W1J 8HA

Our monthly breakfast briefing is an opportunity to better understand how recent economic and political developments are likely to affect finanical markets.  You will have a chance to hear some of our latest investment ideas and to question our views.

For our June Investment Update, Dolfin’s Head of Investment Management Simon Black will be joined by James Gutman, Partner at Philipp Advisors, to dive into the global oil market and its recent movements.

James Gutman has nearly twenty years of experience in the commodities space in a variety of roles. He is a Partner at Philipp Advisors, a commodities hedge fund, where he is the Head of Trading. James began his career at Ford Motor Company, where he was a Senior Economist and Manager of global commodities hedging. He later went to Goldman Sachs, where he was an Executive Director and Senior Commodities Economist. At Armajaro Asset Management, James was a Partner and commodities portfolio manager. He then went to BTG as a portfolio manager and established the metals derivatives trading desk. Most recently, James was founder and CIO for Lens Capital Management. James holds a PhD in Political Science and Master’s Degrees in Economics and Political Science from the University of Michigan, Ann Arbor.

The briefing will be held at our offices in London. If you’re not able to join us in person, please dial in.

Speakers:

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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