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: August 2018

Our Head of Advisory, Georgios Mouskoundi, discusses the highlights from the August investment update with our Chief Marketing Officer, Andrew Carrier.

8 August 2018 / Videos
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Dolfin

This month, our team is negative on base rates and favouring Europe in equities due to a strong July performance. Watch the full video to find out our team’s views on rates for both sides of the Atalntic, as well as an update on the technology sector and what we think about MAGA (Microsoft, Apple, Google, Amazon).

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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