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 hires economist to enhance its research offering

Dolfin boosted its research offering recently with the appointment of Olga Tschekassin as an Economist in our Investment Management team.

9 May 2017 / News
Author

Based in London and reporting to me, Olga will focus on producing macroeconomic research to contribute our unique blend of human macro analysis and software-powered quantitative analysis in order to generate high-conviction ideas and investment strategies.

Olga joins from Barclays Investment Bank, where she focused on macroeconomic coverage of Germany and wider European thematic research. Prior to that, she worked as an Economist in the European Commission and has also completed stints at the Commerzbank AG and Brussels-based international economics think tank, Bruegel.

Dolfin’s approach to research is characterised by a winning blend of macro perspectives and quantitative analysis, underpinned by the right technology and infrastructure to maximise returns for clients. Olga’s skill set and experience will significantly bolster our research output and be of great benefit to our growing client base.

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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