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.

Dolfin

Biography

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.

Contact Details

London

+44 20 3883 1800

[email protected]

LinkedIn

News

Organisational announcement

Dolfin Financial (UK) Ltd (Dolfin), announced today the resignation of Denis Nagy, Co-Founder and Chief Executive Officer. Denis has played a key role in building Dolfin since it was established in 2013 and we are grateful for his commitment.

Dolfin
/ 6 May 2020

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

August 2020 investment update webinar

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.

Dolfin
/ 11 August 2020

Quarterly investment webinar: Q3 2020

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.

Dolfin
/ 15 July 2020

The road ahead for electric vehicles

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.

Dolfin
/ 14 July 2020

Emerging market debt opportunities

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.

Dolfin
/ 7 July 2020

The big test: How do we unlock the world?

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.

Dolfin
/ 2 June 2020

Equity valuations: The new abnormal

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?

Dolfin
/ 16 May 2020

Oil market: Part 2

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.

Dolfin
/ 7 May 2020

Retail

In our Beyond Coronavirus series we discuss changes we are making in our model portfolios in light of how the economy is being shaped by coronavirus. This week, we look at the retail sector and ask whether it is now dead. Are we living in an e-commerce world?

Dolfin
/ 1 May 2020

Bond ETFs

In this week’s episode of Dolfin Discussions, James Gutman chats to Dolfin Fixed Income Analyst Geoff Wan and Head of Trading Carl Androsiuk about the Bond ETF market, which has become of great importance recently.

Dolfin
/ 30 April 2020
Diary

Privacy in a pandemic

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

Dolfin
/ 2 June 2020

Riding the wave together

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

Dolfin
/ 19 May 2020

Wear’s the innovation?

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?

Dolfin
/ 11 February 2020

Transformative technology

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.

Dolfin
/ 15 January 2020

A seed investment

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.

Dolfin
/ 7 January 2020

Could hangover cures become big business?

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?

Dolfin
/ 24 December 2019

Africa’s growing taste for cross-border investments

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.

Dolfin
/ 3 December 2019

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

Dolfin
/ 29 October 2019