Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Investing with impact is our new series of webinar discussions featuring our Investment Management team and special guests. We will outline our impact investing framework and hear from social enterprises, non-profit organisations and other investment companies.
As the global coronavirus pandemic continues to unfold with dire and unknowable consequences, many investors are trying to make sense of the situation. How will the impact investing sector respond to new and unforeseeable challenges?
In the first webinar of the series we discuss whether impact investing is relevant in a time of global emergency and ask our guests to share their insights on how private clients and markets are responding to the pandemic.
To watch the video please click here.
Visit dolfin.com/events/ to register for our upcoming webinars, including the next in our Investing with impact series.
This week, we look at the emerging market consumer and ask has the ‘emerging market consumer engine’ that powers the world run out of petrol?
In this week’s episode of Dolfin Discussions we look at valuations in the equity market. In what James Gutman, our Head of Investment Portfolios, calls “one of the greatest mysteries of the universe”, the team asks ‘do equity valuations make sense anymore?’ How can they keep going higher when we are in the midst of one of the deepest recessions in living memory?
Our May monthly investment update is now available to download and view online.
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.Learn more
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.Learn more
We pride ourselves on our ability to help. Please get in touch.Contact us