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.

Sustainable food sources

In this excerpt from our Q1 2020 investment outlook, Dolfin Head of Investment Management Simon Black discusses sustainable food sources, the future of food, and how we as a planet will feed ourselves.

The changing face of European regulation

James Farrugia, a partner at Maltese law firm Ganado Advocates, speaks to Dolfin about upcoming changes in European regulations and the impact Brexit might have on the European financial services industry.

Dolfin’s response to the coronavirus

The measures we are taking to safeguard the health of our team, act as responsible members of the community, and ensure 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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