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 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

Team Human vs Team Tech

Douglas Rushkoff, media theorist, documentarian and Professor of Media Theory and Digital Economics at Queens College, CUNY, argues that by unthinkingly embracing disruptive technology, we could lose sight of what makes us human.

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.

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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