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.

July 2020 investment update

All nine of our discretionary portfolios ended positive for the month of June, while eight out of nine are positive year to date. Our July monthly investment update is now available to download.

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.

Cybersecurity

This report aims to illustrate why cybersecurity is an important issue in the modern world.

Download the full report below.

Download Report pdf, 850 KB
24 October 2019 / Sectors & themes
Author
Dolfin

This report aims to illustrate why cybersecurity is an important issue in the modern world. The first part provides an introduction with a history of cybersecurity field, types of attacks, motivations for cybercrime and various threat actors. The second part looks at the costs, investments, industries, geographies and regulations in more detail. The third part includes valuation of the sector with explanations for methodology used and concludes with a list of investment ideas.

Download the full report below.

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October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Simon Black
/ 10 October 2019

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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