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.

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.

Quarterly investment webinar: Q2 2020

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 developments we are seeing on global financial markets.

9 April 2020 / Videos
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Dolfin

Simon Black and his 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 developments we are seeing on global financial markets.

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Macro update

Investors and analysts are carefully examining economic tea leaves for signs of what is to come but confusion still reigns. Here, Head of Investment Portfolios, James Gutman, provides a macro update.

James Gutman
/ 1 April 2020

Shelter

In this latest excerpt from our Q1 2020 investment outlook, our investment management team look at shelter. The third in our series of thematic pieces after food and water.

Dolfin
/ 31 March 2020

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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