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.

Green bonds vs SDG bonds

In this latest excerpt from our Q1 2020 investment outlook, Dolfin Credit Analyst Geoff Wan discusses the green bond market, how it has grown over the last few years, and looks to the future and introduction of the SDG (Sustainable Development Goals) format.

Finding a balance

After years of extremes, luxury property design trends appear to be approaching a middle way at the dawn of the 2020s.

Dolfin shortlisted six times in WealthBriefing European Awards

Dolfin has been shortlisted in a total of six categories for WealthBriefing’s Eighth Annual European Awards. The shortlisted categories include recognition at both a company and individual level.

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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