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.

Sustainable food sources

In this excerpt from our Q1 2020 investment outlook, Dolfin Head of Investment Management Simon Black discusses sustainable food sources, the future of food, and how we as a planet will feed ourselves.

The changing face of European regulation

James Farrugia, a partner at Maltese law firm Ganado Advocates, speaks to Dolfin about upcoming changes in European regulations and the impact Brexit might have on the European financial services industry.

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

Independent market views and actionable investment ideas

Shelter

In this latest excerpt from our Q1 2020 investment outlook, our investment management team look at shelter. The third in our series of thematic pieces after food and water.

Dolfin
/ 31 March 2020

Impact investing

In this latest excerpt from our Q1 2020 investment outlook, Dolfin Investment Associate Anny Giavelli looks at how the impact investing market continues to grow and mature as demand for social change rapidly increases.

Anny Giavelli
/ 10 March 2020

Coronavirus

The Chinese word for crisis loosely translates as a combination of “danger” and “opportunity”. Our Head of Investment Management, Simon Black, outlines how we are adapting our portfolios in light of the coronavirus outbreak.

Simon Black
/ 3 March 2020

Green bonds vs SDG bonds

In this latest excerpt from our Q1 2020 investment outlook, Dolfin Credit Analyst Geoff Wan discusses the green bond market, how it has grown over the last few years, and looks to the future and introduction of the SDG (Sustainable Development Goals) format.

Geoff Wan
/ 25 February 2020

Venture capital

In this excerpt from our Q1 2020 investment outlook, Dolfin Senior Investment Manager Anton Kapkin looks at some of the recent trends and developments affecting the global venture capital market.

Anton Kapkin
/ 18 February 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

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
2019

UK general election result

Despite the Conservative party winning a majority in Thursday’s UK general election, Brexit is far from ‘done’. The majority certainly gives Prime Minister Johnson more options, but all this really means is that the likelihood of a no-deal Brexit has diminished. Some investors, it seems, are overlooking this.

Dolfin
/ 13 December 2019

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

December 2019 investment update

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.

Simon Black
/ 9 December 2019

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

November 2019 investment update

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.

Simon Black
/ 8 November 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

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

September 2019 investment update

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.

Simon Black
/ 11 September 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

August 2019 investment update

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.

Simon Black
/ 9 August 2019

July 2019 investment update

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.

Simon Black
/ 12 July 2019

June 2019 investment update

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.

Simon Black
/ 20 June 2019