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.

April 2020 Quarterly Investment Outlook

Watch our investment management team present a quarterly portfolio update, a global macroeconomic overview and outlook for the next months, as well as our positioning in light of the rapid...

The changing face of European regulation

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.

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

Credit Analyst

Geoff Wan


Geoff joined Dolfin in 2019 as a multi-sector credit analyst to build the firm’s investment grade and high yield credit offering.

Prior to this, Geoff held credit analyst positions at Hermes Investment where he generated investment ideas for a range of unconstrained strategies and at CreditSights where he published credit research on OEMs and suppliers in the automotive sector.

Geoff also has experience in the commodities sector through his previous analyst roles at ICAP and Morgan Stanley.

Geoff graduated with a BSc in Mathematics and Economics from the London School of Economics and is a CFA charterholder. Geoff is also a native cantonese speaker.

Contact Details


+44 (0)20 3883 1800

[email protected]



Green bonds vs SDG bonds

In this latest excerpt from our Q1 2020 investment outlook, Dolfin Credit Analyst Geoff Wan discusses the green bond market, how it has grown over the last few years, and looks to the future and introduction of the SDG (Sustainable Development Goals) format.

Geoff Wan
/ 25 February 2020
In the press