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.

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.

Oil market: Part 2

In this week’s episode of Dolfin Discussions, James Gutman, our Head of Investment Portfolios, chats to Andrew Dodson, Managing Partner, Philipp Advisors, about moves in the Oil Market since their last conversation on 23 April 2020.

7 May 2020 / Dolfin DiscussionsVideos
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Dolfin

In Dolfin Discussions, members of our Investment Management team discuss a specific asset class, sector or topic.

In this week’s episode of Dolfin Discussions, James Gutman, our Head of Investment Portfolios, chats to Andrew Dodson, Managing Partner, Philipp Advisors, about moves in the Oil Market since their last conversation on 23 April 2020.

Please click here to watch the video.

Read the latest oil market research piece from James Gutman, discussing the steep decline in prices over the past several weeks and our thoughts on oil prices going forward by clicking here.

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Oil update

Following a steep decline in prices over the past several weeks, we expect crude oil to rally sharply later in 2020 and early 2021. Head of Investment Portfolios, James Gutman, provides an update on the oil market.

James Gutman
/ 7 May 2020

Retail

In our Beyond Coronavirus series we discuss changes we are making in our model portfolios in light of how the economy is being shaped by coronavirus. This week, we look at the retail sector and ask whether it is now dead. Are we living in an e-commerce world?

Dolfin
/ 1 May 2020

Quarterly investment webinar: Q2 2020

Watch our investment management team present a quarterly portfolio update, a global macroeconomic overview and outlook for the next months, as well as our positioning in light of the rapid developments we are seeing on global financial markets.

Dolfin
/ 9 April 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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