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.

January 2020 investment update

Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...

Transformative technology

The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.

Dolfin model portfolios outperform their benchmarks

We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.

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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