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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

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
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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.

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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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