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.

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

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.

Investing in Ecuador’s economic transformation

The launch of the LatAm Investor Ecuador Report is fully booked.  If you would like to be added to a waiting list for this event, please register below.

 

7 October 2019, 17:30 - 21:00 / 50 Berkeley Street, W1J 8HA

For years, Ecuador’s former socialist firebrand president, Rafael Correa, kept its economy closed off from western investors. But now a new government is creating market-friendly legislation to attract international investors and Ecuador is opening up its world-class mining, energy and agriculture sectors.

Join us for an exclusive reception with Ecuador’s new Ambassador to the United Kingdom, His Excellency Jaime Marchán Romero, to celebrate the launch of the LatAm Investor Ecuador Report and to discuss the country’s economic transformation and the opportunities for international investors.

Topics for discussion

  • Mineral wealth – Ecuador’s gold and copper riches are finally being opened up to western companies.
  • Energy – From new oil & gas contracts to renewable power projects, Ecuador needs UK expertise and investment.
  • Agro-exports – The post-Brexit Continuity Trade Deal and a new deepwater port mean Ecuador’s goods have never been so competitive.

Speakers 

  • Jaime Marchán Romero – Ambassador, Ecuadorian Embassy in the UK
  • Nick McCall – Head of Wealth Management, Dolfin
  • James McKeigue (chair) – Managing Editor, LatAm INVESTOR
  • Alfredo Mordezki – Head of LatAm Fixed Income, Santander Asset Management
  • Javier Robalino Orellano – Investment lawyer and Managing Partner at Ferrere, Ecuador

Keynote speaker

The Ambassador of the Ecuador to the United Kingdom, His Excellency Jaime Marchán Romero

One of Ecuador’s most senior diplomats, Ambassador Marchán has served his country diligently in a long career that spreads over dramatic political changes. In addition to serving as Ambassador in the former Yugoslavia, Italy, Austria, Chile and Switzerland, he has, on various occasions, acted as Ecuador’s Foreign Minister when the country needed a steady pair of hands. Ambassador Marchán has been appointed to represent Ecuador in the UK at a crucial time in the two country’s relations. Following the culmination of the Assange affair, the bilateral relationship has improved markedly and Ambassador Marchán will be looking to kickstart trade and investment links between the two countries.

 

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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