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.

Making sense of macro data when the data doesn’t make sense

In this week's episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Charles Dumas, Chief Economist at TS Lombard. Together they try and make sense...

Riding the wave together

As the world begins its first tentative steps out of lockdown, Dolfin’s Head of Business Development Georgios Ercan and Head of Investment Management Simon Black reflect on the preoccupations our clients have expressed during the Covid-19 crisis

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

Investing with impact webinar video

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. Watch the full video now.

21 May 2020 / Sectors & themesVideos
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Dolfin

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.

Speakers

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.

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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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