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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

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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