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.

August 2019 investment update

With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.

Private islands and digital detox: luxury travel in 2019

A new generation of high-net-worth individuals are demanding new levels of luxury and one-of-a-kind experiences from their holidays – and the industry is stepping up to provide for them.

Dolfin Quarterly magazine now available online

For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.

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
Author
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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