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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

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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