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.

Social Media for Financial Services: An interview with Georgios Ercan

In the second instalment of Spotlight On: SoAmpli Clients series, our Head of Sales Georgios Ercan sat down with Charlotte Smith, SoAmpli to speak about our approach to social selling.

23 August 2018 / News
Author
Dolfin

In this interview, you’ll get to know why Georgios joined Dolfin and what challenges does he find in his day-to-day job. The main focus of the article is on how to utilise social media for financial services in the best possible way.

“The most successful one has been LinkedIn because that’s what my professional network is, that’s where you create awareness. There are times when I have pitched to someone on LinkedIn to have a meeting and talk about stuff and they haven’t responded but when they’ve seen a post that relates to them such as immigration or investment portfolios, technology or macro views they reach out”, says Georgios.

Read the full interview 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