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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

Emerging market consumers: focus or fail

Middle classes in developing nations are the world’s biggest demand sector, yet many companies have failed to access them. Simon Black, Dolfin’s Head of Investment Management, looks at how firms and investors can refocus on this vast and growing group.

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

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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