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.

September 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

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.

News

The latest information about Dolfin

Born free: Why Dolfin launched its Unconstrained Credit Strategy

Earlier this month, we launched the Dolfin Unconstrained Credit Strategy. The strategy targets consistently positive returns in all market contexts, capturing top-down market shifts and investing in attractive bottom-up opportunities across the global fixed income spectrum.

/ 23 January 2017