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: December 2017

Watch global economist, Olga Tschekassin, present our monthly investment update.

11 December 2017 / Videos
Author
Dolfin

In this short video, she provides a macroeconomic framework for the upcoming month and an overview of our view on each of the main asset classes. Olga believes that global economic conditions remain robust as we enter the last month of the year. The strong economic sentiment has carried over to the month of December, as major economies with strong consumer sentiment and Europe’s manufacturer’s PMI are at a 17-year high. On the fixed income side, we remain negative on global rates, neutral on investment grade and positive on high yield.

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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