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.

Dollar needs concrete news on tax policy: Dolfin CIO interviewed on Bloomberg Radio’s Daybreak Europe

Our Chief Investment Officer, Vassilis Papaioannou, was interviewed yesterday on Bloomberg Radio about his views on the impact of the Federal Reserve’s current race on the Treasury markets.

6 October 2017 / News

In conversation with the show’s anchors, Caroline Hepker and Markus Karlsson, Vassilis said that a third rate hike could provide some support to the dollar, but more work is needed.

 Vassilis highlighted the fact that going forward, without any concrete news on tax policy or infrastructure spending, there is little scope for further downside on Treasuries.

 As the conversation turned to the political landscape in Europe, Vassilis underlined that the current situation in Catalonia is a political risk that may very well have an effect on financial markets but it is not likely to have a spill-over effect on the European project overall.

 To listen to highlights from the live show, 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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