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.

Cannabis industry blooming in Europe

What does the future hold for the European cannabis industry and is now a good moment for investors to take notice?

27 November 2019, 16:00-18:00 / 50 BERKELEY STREET, W1J 8HA

With over €500 million invested in European cannabis companies and an estimated market value of €123 billion by 2028, Europe is on track to becoming the largest cannabis market globally. While the demand has been booming, the regulators proved slow to react.

What does the future hold for the European cannabis industry and is now a good moment for investors to take notice?

Speakers

  • Julius Kalcevich – Chief Financial Officer, iAnthus
  • Everett Knight – Executive Vice President of Strategy and Investments, Valens GroWorks
  • Tejinder Virk – President of KhironEurope

Special guest

  • Vicente Fox – Strategic Advisor and Brand Ambassador for Khiron, former President of Mexico

The event will be hosted by Simon Black, Dolfin’s Head of Investment Management, and Joseph Casanova, Investment Associate.

 

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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