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 big test: How do we unlock the world?

James Gutman and Katy Peters, the Founder and CEO of 360 Health Ltd, discuss the various medical challenges in getting the world back to 'normal', post Covid-19.

Privacy in a pandemic

With the UK set to launch its Covid-19 track and trace app in June, we look at how technology has been deployed around the world to monitor the spread of the virus, and the implications for privacy and data security.

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. Quarterly investment outlooks

Q2 2020 Investment Outlook

Welcome to our Q2 2020 investment outlook. As usual, it lays out our latest views, analysis and thematic ideas. What’s different this quarter is that, although we have traditionally published this as one standalone 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