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.

January 2020 investment update

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...

Transformative technology

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.

Dolfin model portfolios outperform their benchmarks

We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.

Research. Videos

Investment update: January 2020

Our monthly Investment update is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. Guests had the chance to hear some of...

Simon Black
/ 10 January 2020

Investment update: December 2019

Our monthly Investment update is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. Guests had the chance to hear some of...

Dolfin
/ 9 December 2019

Investment update: November 2019

Our monthly breakfast briefing is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. Guests had the chance to hear some of...

Dolfin
/ 8 November 2019

Investment update: October 2019

Our monthly breakfast briefing is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. Guests had the chance to hear some of our latest investment ideas and to question our views.

Simon Black
/ 10 October 2019

Investment update: August 2019

Our monthly breakfast briefing is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. Guests had the chance to hear some of our latest investment ideas and to question our views.

Dolfin
/ 9 August 2019