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.

Spotlight is now on ECB: Dolfin CIO interviewed on CNBC’s Street Signs

Our Chief Investment Officer, Vassilis Papaioannou, appeared today on CNBC’s Street Signs, commenting on the result of the French election.

8 May 2017 / News

In conversation with the show’s anchor, Carolin Roth, Vassilis discussed how world markets are reacting to Emmanuel Macron’s victory.

 As the conversation turned to the actions of the European Central bank following the result, Vassilis pointed out that “the ECB is now setting the stage for tapering after Macron’s win.”

 Vassilis also underlined that we are now out of risk-on mode: the cycle of political uncertainty can now be considered closed after the Italian referendum and the Dutch and French elections. “It should provide some fuel for the risky assets,” he added.

 What’s clear is that he still regards the eurozone as looking promising when it comes to equities. “We remain positive on European equities and negative on government bonds, particularly the German ones.”

 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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