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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

Dolfin wins ‘Excellence in Client Service’ at the annual International Investment Awards

Dolfin was recognised for our outstanding client service at the 20th annual International Investment Awards.

Investment update video: July 2017

Watch our CIO, Vassilis Papaioannou, present our monthly investment update.

10 July 2017 / Videos
Author

In this short video, he provides a macroeconomic framework for the upcoming quarter and an overview of the asset classes. He suggests that within the context of Q3’s solid economic performance – moderate inflation and emerging signs of hawkishness from the European Central Bank, the Bank of England, and the Bank of Canada -investors should form their directional views with a high degree of conviction and include market neutral strategies to diversify their portfolios.

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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