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.

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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