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 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

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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