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.

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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