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.

Navigating turbulent markets – with Ralph Acampora

Save the date for our upcoming briefing with Ralph Acampora.

29 October 2019, 8:30-10.30 / 50 Berkeley Street, London, W1J 8HA

We are living through dramatic political uncertainty and market volatility. In these turbulent times, how will stock markets perform between now and year-end? For a unique perspective, join Ralph Acampora, one of Wall Street’s most respected technical analysts.

Ralph has been consistently ranked by Institutional Investor for more than 10 years. With decades of experience, he is a pioneer in the development of market analytics and has a global reputation as a technical analyst and market historian.

Speaker bio

Ralph Acampora has been a pioneer in technical analysis for over 50 years; he has taught at the New York Institute of Finance, “The School of Wall Street” since 1970. He co-founded and was past-president of the CMT Association, the official professional organization of technical analysts. He also founded and was the first chairman of the International Federation of Technical Analysts (IFTA).

He worked for 15 years at Prudential Securities as its Director of Technical Research; before that he worked for Kidder, Peabody, Smith Barney and Harris, Upham & Co. Currently he advises Altaira Wealth Management and also teaches at St. Thomas University in St. Paul, Minnesota, USA.

Who should attend
Partners and clients of Dolfin, finance professionals, senior executives representing the financial services industry.

This event is co-hosted by Dolfin and Altaira Capital Partners.

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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