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.

September 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

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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