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.

Project Manager

Melody Lin


Melody has a number of years experience within the financial industry, both in the UK and China. Prior to joining Dolfin, she was Head of UK marketing at a boutique Investment Bank, specialising in cross-border Mergers and Acquisitions (M&A) between China and the UK.

Before moving to the UK Melody was based in Shanghai, China, where she held the position of Senior Marketing Manager at Franklin Templeton Investments.  Whilst there she was responsible for overseas financial products and investments, focusing on meeting the needs of high-net-worth individuals and institutional clients across Greater China.

Melody has lived in a number of different cities across the globe, including those in the United States, UK, Taiwan, and China. She is fluent in English and Mandarin.

Contact Details

50 Berkeley Street, London W1J 8HA

+44 20 3883 1893

[email protected]


Sector expertise
Private wealth management Investment banking Investment consulting
Lived in the United States, Taiwan, and China.

Postcard from Taiwan

With its high GDP, thriving SME sector and social progressiveness, Taiwan is in a strong position to welcome international investment. Melody Lin, Project Manager, reports from her home country.

Melody Lin
/ 4 February 2020