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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.
Quarterly investment outlooks

Q4 2020 Investment Outlook

Welcome to our Q4 2020 investment outlook, here you will find our latest views, analysis and thematic ideas.
Technology

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.
News

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: October 2019 investment update

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

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

Join us for a breakfast briefing where our investment management team will present a global macroeconomic overview, explain our current portfolio positioning, as well as share our latest thematic ideas.

This month the spotlight is on cybersecurity. We will discuss the main drivers of growth and investment opportunities in the sector.

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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