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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

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.

Dolfin Head of Advisory on Asset TV

Markets are really caught between good economic news and sentiment, Georgios Mouskoundi tells Asset TV.

20 August 2018 / News
Author
Dolfin

Our Head of Advisory, Georgios Mouskoundi, appeared on Asset TV today discussing global markets.

In conversation with Jenny Ellice, Georgios pointed out that markets are currently going through a muted period and nothing significant is expected to happen this week, unless there is a fall out like, for example, with Turkish lira, which could create a challenging week for the markets.

Watch the full video to see Georgios’s views on Brexit and expectations on upcoming Fed meeting minutes.

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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