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.

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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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Equity valuations: The new abnormal

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?

Dolfin
/ 16 May 2020

Investment accounts

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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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