Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...
The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.
We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.
Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...
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.
October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.
One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers. Read more in our October monthly investment update, now available to download and view online.
The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.
With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.
Global equity markets rebounded strongly with the MSCI World Index recovering from its worst month of the year in May, to close up +6.6 per cent in June. The S&P 500, having experienced its worst May since 2010, climbed to all-time high of 2,964 in June.
Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.
