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.

Post Covid-19 business models

This week, we take a deep dive into equities and discuss some of the specific stocks in our ‘Resilient’ and ‘Recovery’ stock baskets.

9 June 2020 / Beyond CoronavirusVideos
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Dolfin

In our Beyond Coronavirus series we discuss changes we are making in our model portfolios in light of how the economy is being shaped by coronavirus. This week, we take a deep dive into equities and discuss some of the specific stocks in our ‘Resilient’ and ‘Recovery’ stock baskets.

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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

Macro update

Risk markets continue to grind higher, even as economic data and forecasts further discount hopes for a swift economic recovery. Head of Investment Portfolios, James Gutman, provides a macro update.

James Gutman
/ 29 May 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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