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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

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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