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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.
Monthly investment updates

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.
Technology

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.
News

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.

Cybersecurity: Threats and investment opportunities

In today’s digital age, the prevention and investigation of high-tech crime is a daily priority for almost any business. Join us for an exclusive briefing to find out not just what can be done to protect yourself from cybercrime but also how to invest in the booming industry that has sprung up around preventing it.

19 September 2018, 16:30 - 19:00 / 8th Floor, 50 Berkeley Street, London, W1J 8HA

We’ll start with some useful background from two leaders in the field. Since 2013, Group-IB has specialised in computer forensics and information security, protecting the largest international companies against financial losses and reputational risks. For more than 30 years, Transputec has provided IT services and solutions to leading organisations around the globe and with its strategic partner ThreatSpike (a leading Cyber Security Platform), together with Group-IB will share their perspectives on cybersecurity’s best practices.

In a panel discussion with FP Wealth Solutions, a Swiss multifamily office and Dolfin’s own COO, the CEO of Transputec and Threatspike will share some insights on the current trends in the industry and investment opportunities.

This event is organised in partnership with FP Wealth Solutions.

Agenda

16:30 Registration
16:50Welcome by Denis Nagy, CEO, Dolfin and Danilo Lacmanovic, Chairman, FP Wealth Solutions
17:00"How to prevent high-tech crime and online fraud?" by Ruslan Yusufov, Director for special projects, Group-IB
17:15"Cybersecurity in financial services" by Sonny Sehgal, CEO, Transputec and Adam Blake, CEO, ThreatSpike
17:30"Panel discussion: Cybersecurity trends and opportunities to invest" by • Amir Nabi, COO, Dolfin • Sonny Sehgal, CEO, Transputec • Alexey Debelov, Partner, FP Wealth Solutions • Georgios Mouskoundi, Head of Advisory, Dolfin • Adam Blake, CEO, ThreatSpike • Ruslan Yusufov, Director for special projects, Group-IB
18:00Networking over drinks and canapés
19:00Close

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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