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.

The emerging market consumer

This week, we look at the emerging market consumer and ask has the ‘emerging market consumer engine’ that powers the world run out of petrol?

18 May 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 look at the emerging market consumer and ask has the ‘emerging market consumer engine’ that powers the world run out of petrol?

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Equity valuations: The new abnormal

In this week’s episode of Dolfin Discussions we look at valuations in the equity market. In what James Gutman, our Head of Investment Portfolios, calls “one of the greatest mysteries of the universe”, the team asks ‘do equity valuations make sense anymore?’ How can they keep going higher when we are in the midst of one of the deepest recessions in living memory?

Dolfin
/ 16 May 2020

Oil update

Following a steep decline in prices over the past several weeks, we expect crude oil to rally sharply later in 2020 and early 2021. Head of Investment Portfolios, James Gutman, provides an update on the oil market.

James Gutman
/ 7 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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