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.

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 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

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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