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.

Team Human vs Team Tech

Douglas Rushkoff, media theorist, documentarian and Professor of Media Theory and Digital Economics at Queens College, CUNY, argues that by unthinkingly embracing disruptive technology, we could lose sight of what makes us human.

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 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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