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.

April 2020 Quarterly Investment Outlook

Watch our investment management team present a quarterly portfolio update, a global macroeconomic overview and outlook for the next months, as well as our positioning in light of the rapid...

The changing face of European regulation

James Farrugia, a partner at Maltese law firm Ganado Advocates, speaks to Dolfin about upcoming changes in European regulations and the impact Brexit might have on the European financial services industry.

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.

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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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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