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.

Senior Relationship Manager

Adrian Christofides

Biography

Adrian joined the Private Wealth Management team at Dolfin as Senior Relationship Manager, tasked with developing business  in a number of locations, with particular focus on the Middle East.

Adrian joined Dolfin from Altaira Capital Partners where he had been since joining them in June 2016 – Prior to Altaira he was a Director of Falcon Private Wealth Ltd, covering investments for Family Offices in the EMEA region.

Earlier roles have included working for Goldman Sachs Investment Management Division, covering key clients in Europe and Scandinavia, and HSBC Private Bank Wealth Management Investment Group in London.

Adrian is an associate of the CISI.

Contact Details

London

+44 (0)20 3883 1800

[email protected]

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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.

Adrian Christofides
/ 17 September 2019