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 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.

A postcard from Oman

A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.

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 the Dominican Republic’s economic transformation

Dolfin and the Embassy of the Dominican Republic in the UK are delighted to invite you to the launch of the LatAm INVESTOR Dominican Republic Report.

 

3 April 2019, 18:00 - 21:00 / 50 Berkeley Street, W1J 8HA

The Dominican Republic’s sun and beaches are popular with UK tourists but it has even more to offer investors. Already the fastest-growing economy in the Americas, the country is undergoing an economic transformation that is creating opportunities in logistics, mining, electricity and finance.

Join us for an exclusive reception with the Ambassador of the Dominican Republic to the United Kingdom, His Excellency Hugo Guiliani Cury, to celebrate the launch of the LatAm INVESTOR Dominican Republic Report and to discuss the country’s economic transformation and the opportunities for international investors.

Topics for discussion

Logistics, Location, Free Zones and FTAs – Can the DR become a regional trade hub?
Mineral Wealth – Three booming mines but a limited pipeline of new projects.
Electricity Sector – Is the DR finally ready for international investment?

Speakers 

Jose Buera – Chairman, DomCham
H.E. Hugo Guiliani Cury – Ambassador, The Dominican Republic 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

Keynote Speaker

The Ambassador of the Dominican Republic to the United Kingdom, His Excellency Hugo Guiliani Cury.
A former Governor of the Central Bank, two-time minister in different administrations and experienced diplomat, Ambassador Guiliani has been appointed to represent the Dominican Republic in the UK at a crucial time in the two country’s relations. Best-known internationally for securing the Dominican Republic’s membership of the DR-Cafta trade agreement with the US, he will prove a key player in post-Brexit trade deals. He also brings a wealth of political and business contacts from his homeland to help 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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