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.

A postcard from Oman

A major maritime trading post for centuries, Oman’s strategic Arabian Peninsula location fostered a nation of traders, tacticians and empire-builders. Fast forward to 2019, and there’s a new wave of opportunity on the horizon for investors, says Adrian Christofides, Director, Ultra-High-Net-Worth and Family Offices in Asia, Dolfin.

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.

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.

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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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