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.

Coronavirus and oil: Market update

In this webinar, Dolfin’s Investment Management team provide an update on the rapid developments we are seeing on global financial markets. 

12 March 2020 / Videos

Simon Black, our Head of Investment Management, James Gutman, our Head of Investment Portfolios and Dolfin Analyst Maksat Stamakunov,  provide an update on the rapid developments we are seeing on global financial markets. We focus on the coronavirus outbreak and the oil price movements, and explain our current portfolio positioning in light of these events.

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Impact investing

In this latest excerpt from our Q1 2020 investment outlook, Dolfin Investment Associate Anny Giavelli looks at how the impact investing market continues to grow and mature as demand for social change rapidly increases.

Anny Giavelli
/ 10 March 2020

Coronavirus

The Chinese word for crisis loosely translates as a combination of “danger” and “opportunity”. Our Head of Investment Management, Simon Black, outlines how we are adapting our portfolios in light of the coronavirus outbreak.

Simon Black
/ 3 March 2020

Green bonds vs SDG bonds

In this latest excerpt from our Q1 2020 investment outlook, Dolfin Credit Analyst Geoff Wan discusses the green bond market, how it has grown over the last few years, and looks to the future and introduction of the SDG (Sustainable Development Goals) format.

Geoff Wan
/ 25 February 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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