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.

Investment update: March 2020

Our monthly Investment update is an opportunity to better understand how recent economic and political developments are likely to affect financial markets.

11 March 2020 / Videos

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

For the first half of February, markets largely shrugged off concerns about the Covid-19 outbreak. A better than expected Q4 US earnings season together with expectations of further stimulus from central banks helped the S&P 500 climb to new record highs.

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Coronavirus and oil: Market update

In this webinar, Dolfin’s Investment Management team provide an update on the rapid developments we are seeing on global financial markets. We focus on the coronavirus outbreak and the oil price movements, and explain our current portfolio positioning in light of these events.

Simon Black
/ 12 March 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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