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.

August 2020 investment update webinar

Having entered the second half of an eventful 2020, you could be forgiven for assuming that all of the virus drama is behind us. The real drama in H2 however, is...

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

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?’ 

Speakers

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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