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.

Dolfin CIO interviewed live on CNBC’s Street Signs

Sell-off has been expected, after very good start to 2018, Dolfin CIO tells CNBC.

5 February 2018 / News
Author
Dolfin

Our Chief Investment Officer, Vassilis Papaioannou, appeared on CNBC’s Street Signs today, commenting on current buying opportunities.

In conversation with the show’s anchors, Sri Jegarajah and Willem Marx, Vassilis pointed out that we favour Europe and the US, more precisely within the Euro area, we favour banks and the energy sector. He expects the euro area’s full speed recovery to be reflected in the equities market.

Vassilis also underlined that the current volatility is not a reason for concern, it is an excellent buying opportunity. “We are now witnessing a balancing act between earnings growth and inflation expectations.” he added.

To watch the highlights from the live show, please click here.

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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