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.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

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 the future

Dolfin and Jaeger-LeCoultre present an evening of fine watchmaking discovery and a conversation on how to plan for the future, whether for brands or individuals.

30 November 2018, 18:00 - 20:00 / Jaeger-LeCoultre Flagship Boutique, 13 Old Bond Street, Mayfair, W1S 4SX

We invite you for a glass of champagne to celebrate the spirit of creativity and inventiveness that has driven the makers of Jaeger-LeCoultre watches for over 185 years and continues to carry the Grand Maison into the future today.

You will enjoy a demonstration from the London flagship boutique’s Master Watchmaker and hear a conversation on investing in the future for families and brands, with Richard Gray, Head of Investment Management at Dolfin, and Stéphane Belmont, Jaeger-LeCoultre’s Director of Heritage.

Speakers

  • Stéphane Belmont, Director of Heritage, Jaeger-LeCoultre
  • Richard Gray, Head of Investment Management, Dolfin

Agenda

18:00Welcome champagne
18:30Investing in the future
  • Richard Gray, Dolfin
  • Stéphane Belmont, Jaeger-LeCoultre
18:45Meet the Master Watchmaker, followed by a drinks reception
20:00Close

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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