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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

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Dolfin supports Shine

At the invitation of a client, senior members of the Dolfin team took part in the inaugural Time to Shine gala.

Dolfin
/ 25 October 2019

Dolfin helps launch Vostok

Dolfin supports structuring and closing of $120m funding round to launch Vostok, a private blockchain platform and systems integrator.

Dolfin
/ 19 December 2018

Taking the pain out of MiFID II

Four weeks after Dolfin’s systems were ‘switched on’ to coincide with the initial roll-out of the Markets in Financial Instruments Directive II (MiFID II), we invited a group of asset managers and intermediaries to a briefing on the impact of the legislation.

Dolfin
/ 6 February 2018
Research

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

Dolfin
/ 6 March 2019

April 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for April. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Dolfin
/ 6 April 2018
Diary

Africa’s growing taste for cross-border investments

Rapid growth and increasing foreign direct investment in Africa has given rise to a new class of wealthy individuals and corporations. Sebastian Halle-Smith, Senior Relationship Manager at Dolfin, explores how they are choosing to invest their wealth and whether there is a renewed scramble for Africa as a result.

Dolfin
/ 3 December 2019

How we’ll live then

Escape to the country? Not for most of us. Experts reckon the world in 2050 will be dominated by ‘megacities’. What will they be like to live in? Here are some ideas…

Dolfin
/ 29 October 2019

China in their hands

China is a world leader when it comes to successful female entrepreneurs. What is it that makes the world’s most populous country such a great place for women to do business?

Dolfin
/ 1 October 2019

Team Human vs Team Tech

Douglas Rushkoff, media theorist, documentarian and Professor of Media Theory and Digital Economics at Queens College, CUNY, argues that by unthinkingly embracing disruptive technology, we could lose sight of what makes us human.

Dolfin
/ 10 September 2019

Alternative plans

Alternative investments present an inviting opportunity for wealth managers, but they are not without challenges: for many wealth managers, offering a more diverse range of investments can prove too cumbersome and costly without significant technology upgrades.

Dolfin
/ 3 September 2019

The end of the grid

The entrenched, centralised nature of our electricity supply is being disrupted, largely by community energy projects. But what does this mean for the sector?

Dolfin
/ 16 August 2019

Social currency

Is social media just a vehicle for preening Instagram influencers and obnoxious Twitter trolls, or does it have relevance in the wealth management space?

Dolfin
/ 23 July 2019

Can tech beat the backstop?

The so-called Irish backstop has proved a massive stumbling block to delivering Brexit. Many believe a technological fix can be found to address the thorny issue of the Irish border – but what might such a solution look like?

Dolfin
/ 9 July 2019
In the press