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 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

Team Human vs Team Tech

Douglas Rushkoff, media theorist, documentarian and Professor of Media Theory and Digital Economics at Queens College, CUNY, argues that by unthinkingly embracing disruptive technology, we could lose sight of what makes us human.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

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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