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.

Nicaragua is Open – A special travel trade and media event

LATA, the Nicaragua Tourism Board (INTUR), and Dolfin are delighted to invite you to an evening reception in celebration of Nicaragua’s unique, original and wonderful culture, produce and natural beauty, in the prestigious surroundings of Dolfin.

 

24 October 2019, 18:00 - 21:00 / 50 Berkeley Street, W1J 8HA

LATA, the Nicaragua Tourism Board (INTUR), and Dolfin are delighted to invite you to an evening reception in celebration of Nicaragua’s unique, original and wonderful culture, produce and natural beauty, in the prestigious surroundings of Dolfin.

Guests will be treated to a panel discussion with expert speakers talking about the latest tourism opportunities in Nicaragua, followed by exquisitely prepared canapés and a chance to sample some of the world’s finest cigars, chocolate and rum.

This will be a great opportunity to catch up on the news from the Nicaraguan tourism sector, meet old friends and new, network, and immerse yourself in Nicaragua’s joyful, diverse and vibrant culture, whilst enjoying world-class Nicaraguan products in a highly exclusive venue.

Click here to register.

 

 

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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