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.

Q1 2021 investment outlook

Investment outlooks / Q1 2021

Welcome to our Q1 2021 investment outlook. As usual, it lays out the latest views, analysis and ideas from our Investment Management team.

Use the interactive menu on the left hand side to navigate the outlook to the sections that interest you the most or alternatively, start from the beginning and work your way through section by section.


  • Webinar
    Watch members of our Investment Management team discuss some of the ideas presented in our Q2 2021 outlook during a ninety minute webinar held on 12 January 2021.


A summary of our expectations of financial markets in the months ahead and how this has informed the asset allocation in our portfolios.


Information about how we reach our views and our detailed analysis – both qualitative and quantitative – of each of the main asset classes.

  • Fixed income
    An overview of movements in rates and credit markets
  • Equities
    A look at the movements in equity markets and updates on our single stock holdings, including a summary of key moments and rationale behind our positioning for video games, online life, emerging markets consumer and our Covid-19 strategies.
  • Thematic ideas
    This quarter, we look at deglobalisation
Up next:
Letter to investors
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