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.

July 2020 investment update

All nine of our discretionary portfolios ended positive for the month of June, while eight out of nine are positive year to date. Our July monthly investment update is now available to download.

Licensed to spill

Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

Research. Monthly investment updates

June 2020 investment update

Sometimes investors are so focused in the rear view mirror, they fail to see the bumps in the road ahead. The disconnect between the macro-economic environment and markets has to reconnect at some point and when it does, it is unlikely to be in an orderly fashion.

Simon Black
/ 12 June 2020

October 2019 investment update

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.

Simon Black
/ 10 October 2019