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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.
Monthly investment updates

March 2021 investment update

Our March investment update is now available to download.
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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.
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Dolfin Financial (UK) Limited – in special administration (“Dolfin” or “the Company”)

Quarterly investment webinar: Q3 2020

Watch our quarterly outlook webinar where Simon Black and his investment management team present a quarterly portfolio update, including analysis of our current positioning and performance, a look at the current financial markets, a macro update, equity update and a discussion on the webinars thematic theme, working from home.

15 July 2020 / Videos
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Dolfin

Watch our quarterly outlook webinar where Simon Black and his investment management team present a quarterly portfolio update, including analysis of our current positioning and performance, a look at the current financial markets, a macro update, equity update and a discussion on the webinars thematic theme, working from home.

To register for future Dolfin events visit: dolfin.com/events

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Dolfin Discussions Videos

The road ahead for electric vehicles

This week on Dolfin Discussions, James Gutman – our Head of investment Portfolios – is joined by Investment Associate Anny Giavelli and special guest Ellen Hughes-Cromwick, Senior Resident Fellow for Climate and Energy Program, Third Way, to discuss the future of electric cars.

Dolfin
/ 14 July 2020
Monthly

July 2020 investment update

All nine of our discretionary portfolios ended positive for the month of June, while eight out of nine are positive year to date. Our July monthly investment update is now available to download.

Simon Black
/ 9 July 2020
Dolfin Discussions Videos

Emerging market debt opportunities

In this week’s episode of Dolfin Discussions Geoff Wan, Fixed Income Analyst at Dolfin, is joined by Richard Briggs, Investment Manager, Emerging Market Debt at GAM Investments and Bennett Lim, Portfolio Manager, Diamond Capital to talk about Emerging Market Debt.

Dolfin
/ 7 July 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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