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.

Venture capital

In this excerpt from the Q1 2020 investment outlook, Dolfin Senior Investment Manager Anton Kapkin looks at some of the recent trends and developments affecting the global venture capital market.

Postcard from Ghana

Stephanie Boateng, Trainee Solicitor at Dolfin, reports from West Africa’s innovation hub, where she previously lived and worked.

Latest Dolfin Quarterly magazine now available online

Our latest DQ magazine is now available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Winter 2020 issue as a PDF.

Dolfin platform empowers family office Altaira Wealth Management

Last quarter, Dolfin hosted an event to showcase one of the family offices on its platform, Altaira Wealth Management.

29 January 2020 / News

The briefing was the first in a series we plan with Altaira to showcase the close relationship between the two firms. Altaira Wealth Management is a family office based in Geneva. It has been using the Doflin platform since 2019 for custody and execution, as well as investment advisory services.

“One of the things that really attracted us to Dolfin was its technology platform,” says Tony Acampora, CEO, Altaira Wealth Management. Nick McCall, Dolfin’s Head of Wealth Management, adds: “by digitising some of the onboarding process, then combining custody and execution with wealth management, we really control the process from start to finish. Overall, it means family offices who work with us like Altaira – and we treat them very much as if they were part of Dolfin – can provide a much better experience to their own clients.”

One of the things that really attracted us to Dolfin was its technology platform

Custody is an example of this. As Tony says, Altaira values Dolfin’s ability to deliver consolidated reporting for each client, even when across multiple custody accounts. Similarly, by using Dolfin’s independent trading desk, Altaira is able to offer its clients well-priced as well as highly efficient execution on its investment ideas. Indeed, Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.

For further details, watch Dolfin and Altaira in conversation about their partnership:

By using Dolfin’s independent trading desk, Altaira is able to offer its clients well-priced as well as highly efficient execution on its investment ideas

During the breakfast briefing, Altaira’s Director of Tactical Investments, Ralph Acampora, gave attendees a fascinating insight into the turbulence we have seen recently in stock markets in what he called a “confluence of confusion”. Ralph, who is one of the most respected technical analysts on Wall Street and sometimes referred to as the Godfather of Technical Analysis, said that he “couldn’t remember a time of more turbulence”, then shared with attendees where he saw opportunity ahead.

Watch some of the highlights of Ralph’s talk below:

Read More

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.

Learn more

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.

Learn more