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: 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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