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.

Dolfin briefing – Investing in technology: Real opportunities

Join us for an exclusive briefing on discovering new investing opportunities in the technology sector.

 

25 - 26 July 2018, 16:30:00 / 50 Berkeley Street, London W1J 8HA

We’ll talk about three distinct ways of participating in the technology boom: individual stocks, private equity and venture capital. Then we’ll drill down into the advantages and pitfalls of each approach.

We’ll also discuss some of the key trends in the technology sector that will shape the investment landscape in the future: Where are the opportunities beyond the FAANGs ‘usual suspects’? How will the current volatility and data privacy backlash affect tech firms in the long run? What will the next big technology leapfrog be?

This briefing will be followed by an opportunity to network over drinks with your peers and Dolfin’s investment management team.

Agenda

16:30Registration
16:50Welcome by Denis Nagy, CEO, Dolfin
17:00Panel discussion moderated by Andrew Carrier, CMO, Dolfin Tony Jamous, President & Co-founder, Nexmo Fidel Manolopoulos, Growth Capital Investor, Hermes GPE Vassilis Papaioannou, CIO, Dolfin
18:00Networking over drinks and canapés
19:30Close

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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