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.

Eurozone looks strong: Dolfin CIO interviewed on CNBC’s Street Signs

Our Chief Investment Officer, Vassilis Papaioannou, was interviewed yesterday on CNBC’s Street Signs about the European equities markets.

4 April 2017 / News

In conversation with the show’s anchor, Louisa Bojesen, Vassilis discussed our Investment team’s current view of stocks in the eurozone. Broadly speaking, they favour Germany, France, Spain and Italy with a preference for banks, chemicals, basic materials and oil & gas sectors.

 As the conversation turned to the political landscape and upcoming elections across the continent, Vassilis pointed out that “volatility during the elections is a good opportunity to buy.”

 When asked about the impact of Brexit, he was quick to dismiss it at this stage. “Brexit doesn’t pose a major threat,” he said “It’s more of a headline risk and nothing will happen until after the German elections.”

 What’s clear is that he regards the eurozone as looking more promising than the UK when it comes to equities. “We’re seeing the first cracks in the UK economy,” he said “The weakening pound is starting to bite the consumer.”

 To watch the 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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