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.

Venture capital

In this excerpt from the Q1 2020 investment outlook, Dolfin Senior Investment Manager Anton Kapkin looks at some of the recent trends and developments affecting the global venture capital market.

Postcard from Ghana

Stephanie Boateng, Trainee Solicitor at Dolfin, reports from West Africa’s innovation hub, where she previously lived and worked.

Latest Dolfin Quarterly magazine now available online

Our latest DQ magazine is now available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Winter 2020 issue as a PDF.

Investment update: February 2020

Our monthly Investment update is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. Guests had the chance to hear some of our latest investment ideas and to question our views.

11 February 2020 / Videos

Simon Black, our Head of Investment Management, and his team present our February 2020 investment update.

In addition to an update on the performance of our model portfolios, the briefing includes views on the fixed income and equities markets, as well as a look at our upcoming key themes.

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December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

Simon Black
/ 9 December 2019

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

Simon Black
/ 8 November 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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