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.

Research. Quarterly investment outlooks

Q2 2020 Investment Outlook

Welcome to our Q2 2020 investment outlook. As usual, it lays out the latest views, analysis and thematic ideas from our Investment Management team. What’s different this quarter is that, although we have traditionally published this as one standalone – typically printed – document, this time, because of the restrictions we face as a result of coronavirus, we are publishing it as website pages.

Dolfin
/ 14 April 2020

Q1 2020 Investment Outlook

Our first quarterly outlook of the year looks back at 2019’s headwinds and tailwinds, explains how we applied our investment process to deal with them, provides our thoughts on how markets will develop over the next quarter, and concludes by examining the theme of shelter as an investment, writes Head of Investment Management Simon Black.

Simon Black
/ 31 January 2020

Q4 2019 Investment Outlook

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, any macroeconomic news can spike volatility across asset classes. Acknowledging this, we do not believe in holding equities simply to have equity exposure in our client portfolios. If the risk/reward is not balanced in our favour, we would rather sit on the sidelines, writes Head of Investment Management, Simon Black. 

Simon Black
/ 11 November 2019