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.

Ghana: a road to prosperity

Registration for this event is now via webinar only. Sign up here.

22 January 2020, 18:00 - 21:00 / 50 Berkeley Street, W1J 8HA

Registration for this event is now closed, but you can still sign up via webinar. Please click here for details.

Please browse our upcoming events.

Ghana has a promising future. Over the past 25 years, its per capita income has tripled, while the discovery of oil and exports in gold and cocoa have made it one of the world’s fastest growing economies in 2019. How can the country continue to develop at its potential, and which industries present opportunities for international investors?  We’ll explore these and many other questions in a panel discussion with industry experts and policy advisers, and celebrate the launch of the Legatum Institute Ghana Economic Openness Report.

The event is organised by Dolfin in partnership with the Legatum Institute.

Speakers

  • Simon Black, Head of Investment Management, Dolfin
  • Dr Stephen Brien, Director of Policy, the Legatum Institute
  • Robin Gwynn, Director, Whyteleafe Solutions Ltd.
  • Richard Odumodu, Visiting Fellow, Cass Business School

About the Legatum Institute 

The Legatum Institute is a London-based think-tank with a global vision: to see all people lifted out of poverty. The Institute’s mission is to create the pathways from poverty to prosperity, by fostering open economies, inclusive societies and empowered people.

Their African Prosperity programme aims to shift the debate about the continent’s challenges and opportunities, providing empirical analysis of prosperity across the continent to empower decision makers to shape an agenda for lasting change.

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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