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.

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Dolfin helps launch Vostok

Dolfin supports structuring and closing of $120m funding round to launch Vostok, a private blockchain platform and systems integrator.

Dolfin
/ 19 December 2018

Taking the pain out of MiFID II

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.

Dolfin
/ 6 February 2018
Research

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

Dolfin
/ 6 March 2019

April 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for April. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Dolfin
/ 6 April 2018

Investment update video: March 2018

Watch our Chief Investment Officer, Vassilis Papaioannou in conversation with our Chief Marketing Officer, Andrew Carrier discussing the latest monthly investment update, as well as the events in February that caused market volatility and what can we expect next.

Dolfin
/ 6 March 2018
Diary

China in their hands

China is a world leader when it comes to successful female entrepreneurs. What is it that makes the world’s most populous country such a great place for women to do business?

Dolfin
/ 1 October 2019

Team Human vs Team Tech

Douglas Rushkoff, media theorist, documentarian and Professor of Media Theory and Digital Economics at Queens College, CUNY, argues that by unthinkingly embracing disruptive technology, we could lose sight of what makes us human.

Dolfin
/ 10 September 2019

Alternative plans

Alternative investments present an inviting opportunity for wealth managers, but they are not without challenges: for many wealth managers, offering a more diverse range of investments can prove too cumbersome and costly without significant technology upgrades.

Dolfin
/ 3 September 2019

The end of the grid

The entrenched, centralised nature of our electricity supply is being disrupted, largely by community energy projects. But what does this mean for the sector?

Dolfin
/ 16 August 2019

Social currency

Is social media just a vehicle for preening Instagram influencers and obnoxious Twitter trolls, or does it have relevance in the wealth management space?

Dolfin
/ 23 July 2019

Can tech beat the backstop?

The so-called Irish backstop has proved a massive stumbling block to delivering Brexit. Many believe a technological fix can be found to address the thorny issue of the Irish border – but what might such a solution look like?

Dolfin
/ 9 July 2019

Innovation island

Ahead of FinanceMalta’s annual conference in June, the organisation’s chairman Kenneth Farrugia speaks to Dolfin about how innovation is driving the development of the island’s financial services sector.

Dolfin
/ 27 May 2019

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin
/ 21 May 2019
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