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.

June 2019 investment update

Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.

Networking and innovation: Highlights from FinanceMalta 2019

Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

Investment update video: April 2018

Watch our Chief Investment Officer, Vassilis Papaioannou, in conversation with our Chief Marketing Officer, Andrew Carrier.

6 April 2018 / Videos
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Dolfin

Vassilis presents the highlights from the latest Quarterly investment outlook and talks about what factors affected the decision of maintaining neutral positioning across asset classes. Also, Vassilis and Andrew discuss investing in FAANGs, as well as Brexit and US and China trade wars. If you’d like to know more please watch our latest video.

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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