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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

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 on CNBC’s Squawk Box Europe

Investors feeling more comfortable with higher rates, Vassilis Papaioannou tells CNBC.

26 June 2018 / News

Our Chief Investment Officer, Vassilis Papaioannou, appeared on CNBC’s CNBC Squawk Box Europe today, discussing global markets.

In conversation with the show’s anchors, Stephen Sedgwick, Geoff Cutmore and Karen Tso, Vassilis pointed out that carry collection in credit remains the key theme. He also underlined the fact that it is currently more difficult to identify opportunities in the emerging markets – especially in their local currencies. However a combination of a good carry collection and a modest equity upside in a portfolio is a good mix.

Click here to watch some highlights of Vassilis’ appearance.

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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