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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

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.

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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