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.

Inflation outlook: Post-lockdown recession

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.

Licensed to spill

Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.

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