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: November 2017

Watch our investment adviser, Josh Jarvis, present our monthly investment update.

7 November 2017 / Videos
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Dolfin

In this short video, he provides a macroeconomic framework for the upcoming month and an overview of the asset classes. He has a positive outlook for the global economy for the course of November. He expects continued economic strength to both fuel corporate earnings and bolster investor sentiment for equities. On the fixed income side, we are positive on high yield as strong macro fundamentals and improving corporate balance sheets provide good guidance for future carry collection.

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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