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.

Oil market

In this week’s episode of Dolfin Discussions, James Gutman chats to Philipp Advisors’ Andrew Dodson about recent dramatic moves in the oil market including WTI going negative.

23 April 2020 / Dolfin DiscussionsVideos
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Dolfin

In Dolfin Discussions, members of our Investment Management team discuss a specific asset class, sector or topic.

In this week’s episode, Dolfin Head of Investment Portfolios James Gutman chats to Andrew Dodson, Managing Partner at Philipp Advisors. James and Andrew discuss recent dramatic moves in the oil market, including May WTI futures contract going negative, and what do negative oil prices mean for the industry more broadly. 

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Q2 2020 Investment Outlook

Welcome to our Q2 2020 investment outlook. As usual, it lays out the latest views, analysis and thematic ideas from our Investment Management team. What’s different this quarter is that, although we have traditionally published this as one standalone – typically printed – document, this time, because of the restrictions we face as a result of coronavirus, we are publishing it as website pages.

Dolfin
/ 14 April 2020

Quarterly investment webinar: Q2 2020

Watch our investment management team present a quarterly portfolio update, a global macroeconomic overview and outlook for the next months, as well as our positioning in light of the rapid developments we are seeing on global financial markets.

Dolfin
/ 9 April 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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