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.
To view the webinar from this update please click here.
In this webinar, Dolfin’s Investment Management team will provide an update on the rapid developments we are seeing on global financial markets. We will focus on the coronavirus outbreak and the oil price movements, and explain our current portfolio positioning in light of these events.
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Speakers
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.
Learn moreFounded 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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