Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Independent and agile wealth management.
We open investment accounts promptly and provide world-class custody, execution and investment management to private clients, financial advisers and institutional investors.
We have been shortlisted for Best Social Media Marketing and Product Marketing Associate Arjun Gadhia has been shortlisted for the Rising Star of the Year award at the Citywealth Brand Management & Reputation Awards.
Earlier this month, the Dolfin team joined Hedera Capital Management and 700 of its clients in Qingdao – to celebrate the Chinese New Year and look to the 12 months ahead.
On 28 August 2018, Dolfin’s CEO Denis Nagy has taken part in a panel discussion ‘Infrastructure and regulation of the digital economy’ at Strelka Institute in Moscow.
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.
Four weeks after Dolfin’s systems were ‘switched on’ to coincide with the initial roll-out of the Markets in Financial Instruments Directive II (MiFID II), we invited a group of asset managers and intermediaries to a briefing on the impact of the legislation.
Having entered the second half of an eventful 2020, you could be forgiven for assuming that all of the virus drama is behind us. The real drama in H2 however, is likely to be political in nature. Watch the recording of our August 2020 investment update webinar.
Watch our quarterly outlook webinar where Simon Black and his investment management team present a quarterly portfolio update, including analysis of our current positioning and performance, a look at the current financial markets, a macro update, equity update and a discussion on the webinars thematic theme, working from home.
This week on Dolfin Discussions, James Gutman – our Head of investment Portfolios – is joined by Investment Associate Anny Giavelli and special guest Ellen Hughes-Cromwick, Senior Resident Fellow for Climate and Energy Program, Third Way, to discuss the future of electric cars.
In this week’s episode of Dolfin Discussions Geoff Wan, Fixed Income Analyst at Dolfin, is joined by Richard Briggs, Investment Manager, Emerging Market Debt at GAM Investments and Bennett Lim, Portfolio Manager, Diamond Capital to talk about Emerging Market Debt.
In this week’s episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Caroline Miller, Chief Strategist at BCA Research, to discuss inflation.
In this new episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Katy Peters, the Founder and CEO of 360 Health Ltd who runs a number of vaccination clinics. They discuss the various medical challenges in getting the world back to ‘normal’, post Covid-19.
In this week’s episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Charles Dumas, Chief Economist at TS Lombard. Together they try and make sense of the macro data in the current environment.
In the first webinar of the series we discuss whether impact investing is relevant in a time of global emergency and ask our guests to share their insights on how private clients and markets are responding to the pandemic. Watch the full video now.
In this week’s episode of Dolfin Discussions we look at valuations in the equity market. In what James Gutman, our Head of Investment Portfolios, calls “one of the greatest mysteries of the universe”, the team asks ‘do equity valuations make sense anymore?’ How can they keep going higher when we are in the midst of one of the deepest recessions in living memory?
In this week’s episode of Dolfin Discussions, James Gutman, our Head of Investment Portfolios, chats to Andrew Dodson, Managing Partner, Philipp Advisors, about moves in the Oil Market since their last conversation on 23 April 2020.
With the UK set to launch its Covid-19 track and trace app in June, we look at how technology has been deployed around the world to monitor the spread of the virus, and the implications for privacy and data security
As the world begins its first tentative steps out of lockdown, Dolfin’s Head of Business Development Georgios Ercan and Head of Investment Management Simon Black reflect on the preoccupations our clients have expressed during the Covid-19 crisis
The latest gold price spike shows that the metal is still a strong sanctuary during times of financial crisis. But gold serves many important purposes in a portfolio, beyond its role as a haven.
James Farrugia, a partner at Maltese law firm Ganado Advocates, speaks to Dolfin about upcoming changes in European regulations and the impact Brexit might have on the European financial services industry.
Tech is transforming all areas of life – but not fashion. We might shop and pay for clothing in new tech-friendly ways, but the clothes we wear are the same as ever. Will we ever embrace shirts made from orange peel and algae?
The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.
As funding from the National Health Service is squeezed, more and more people who are struggling to start a family are turning to the private sector – and it’s becoming a fertile ground for investors.
It’s Christmas party season and chances are most of us will wake up feeling less than our best. But help is at hand from a growing number of start-ups, pop-ups and spin-outs that promise a cure for that morning-after feeling. And investors are joining the party, too. We look at some successful hangover start-up businesses, try a treatment for ourselves, and ask the all-important question: are any of them better than a bacon sandwich and a full-fat Coke?
Rapid growth and increasing foreign direct investment in Africa has given rise to a new class of wealthy individuals and corporations. Sebastian Halle-Smith, Senior Relationship Manager at Dolfin, explores how they are choosing to invest their wealth and whether there is a renewed scramble for Africa as a result.
The Malta Stock Exchange – which Dolfin has been a direct member of since last year – has been trading since 1992. As it nears its 30th anniversary, it is looking forward to an increasingly digital and international future says its Chairman, Joseph Portelli.