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.

Can we measure “impact” in impact investing?

In the second webinar of the series we focus on measurement and ask our guests ‘how can we measure impact when impact investing?’ Watch the full video now.

23 June 2020 / Sectors & themesVideos
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Dolfin

Investing with impact is our new series of webinar discussions featuring our Investment Management team and special guests. We will outline our impact investing framework and hear from social enterprises, non-profit organisations and other investment companies.

As the global coronavirus pandemic continues to unfold with dire and unknowable consequences, many investors are trying to make sense of the situation. How will the impact investing sector respond to new and unforeseeable challenges?

In the second webinar of the series we focus on measurement and ask our guests ‘how can we measure impact when impact investing?’ 

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To watch the video please click here.

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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

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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