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.

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.

Can we measure “impact” in impact investing?

In our second webinar of the series we will discuss the different challenges of implementing the impact management framework in the private wealth industry, the progress of reaching an industry consensus, the input & output of impact data and the main differences between ESG and impact data.

 

18 June 2020, 16:30 - 17:30 / Dolfin webinar

Dolfin presents a new series of webinar discussions featuring our Investment Management team and invited experts. We will outline our impact investing framework and hear from social enterprises, non-profit organisations and investment companies including Quona, Triodos and others.

As the global Coronavirus pandemic continues to unfold with dire and unknowable consequences, many investors are trying to make sense of the situation. How will the impact investing sector respond to new and unforeseeable challenges?

Please follow the link for webinar registration.

Can we measure “impact” in impact investing?

In our second webinar of the series we will discuss the different challenges of implementing the impact management framework in the private wealth industry, the progress of reaching an industry consensus, the input & output of impact data and the main differences between ESG and impact data.

Speakers

Please follow the link for webinar registration.

Watch the first webinar in the series here.

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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