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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.

Monthly investment updates

January 2020 investment update

Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...

Technology

The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.

News

Dolfin model portfolios outperform their benchmarks

We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

29 November 2019 / News

Author

Andrew Carrier Chief Marketing Officer

As the year draws to a close, we are looking back at the many highlights from the news, research and Dolfin Diary content we have shared in 2019.

On each day of Advent, we will revisit a unique highlight from the people, ideas and technologies we have written about over the last 12 months.

Join us by following #DolfinAdvent on your favourite social media channel – LinkedIn, Twitter or Facebook – or visiting our dedicated page.

Author Andrew Carrier Chief Marketing Officer

All articles by author

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.

Andrew Carrier

/ 5 November 2019