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.

Member of the Advisory Panel

David Roper

Biography

David Roper joined Dolfin’s Advisory Panel in March 2019. David is former financial services partner with PwC where he set up and led dedicated financial services teams in both The North West and The Midlands.

David has over 30 years’ experience of advising companies in the financial sector including long term savings and wealth management, and has extensive experience of regulatory reporting. He currently sits of the boards of a number of charitable and tertiary education institutions involved with music, and chairs the Audit Committee of Atom Bank.

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