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.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

Investment update video: June 2020

Our monthly investment update is an opportunity to better understand how recent economic and political developments are likely to affect financial markets.

11 June 2020 / Monthly investment updatesVideos

Sometimes investors are so focused in the rear view mirror, they fail to see the bumps in the road ahead. The disconnect between the macro-economic environment and markets has to reconnect at some point and when it does, it is unlikely to be in an orderly fashion. Simon Black, our Head of Investment Management, and his team present our June 2020 investment update.

The monthly investment update is an opportunity to better understand how recent economic and political developments are likely to affect financial markets and the impact they are having on our model portfolios. Guests have the chance to hear some of our latest investment ideas and to question our views.

To register for future webinars, please visit: dolfin.com/events

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The big test: How do we unlock the world?

In this new episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Katy Peters, the Founder and CEO of 360 Health Ltd who runs a number of vaccination clinics. They discuss the various medical challenges in getting the world back to ‘normal’, post Covid-19.

Dolfin
/ 2 June 2020

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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