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.

Technical analysis today – with Ralph Acampora

Save the date for our upcoming briefing with Ralph Acampora.

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

Save the date for our upcoming briefing with Ralph Acampora.

Meet Ralph Acampora, the Godfather of Technical Analysis, and hear him share his latest market views, as well as his vision on the role that technical analysis plays today.

Who should attend
Partners and clients of Dolfin, finance professionals, senior executives representing the financial services industry. Please note Dolfin events are by invitation only. Please provide the name of the Dolfin team member who invited you.

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

Register

Please complete the form to apply for a place on this event.

Subscribe me to your updates; I want to be the first to know about your news, investment research, diary articles and events
I agree with terms and conditions


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.

Learn more

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.

Learn more