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 to feature at Invesco’s Multi-Asset Symposium 2018

Dolfin CIO Vassilis Papaioannou will be speaking at Invesco’s 2018 Multi-Asset Symposium later this month.

5 June 2018 / News
Author
Dolfin

With an audience of 100+ delegates that predominantly includes wealth managers, asset managers, family office and private banks, Invesco’s annual Multi-Asset Symposium nurtures topical discussions on investing.

On 20 June, Dolfin CIO Vassilis Papaioannou will join a panel that also includes Trevor Greetham, Head of Multi-Asset at Royal London and David Semmens, Head of Investment Strategy at leading UK digital wealth management service, Wealthify, to examine the current state of markets and politics, and how this translates into portfolio positioning. Vassilis will focus on how geo-politics might impact investment returns. The panel – chaired by Paul Jackson, Head of Multi-asset Research at Invesco Powershares EMEA – will cover a range of issues including upcoming elections, populism, nationalism and the end of multilateralism, along with the risk of military conflict.

In addition to this, the conference will offer some breakout sessions, covering various topics such as Fintech and Multifactor Investing, and will conclude with a speech from Dr. David Stillwell from Cambridge University who will be discussing the topic of ‘Psychometrics – behaviour and big data’.

To sign up for the event please click here.

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