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.
In this short video, he provides a macroeconomic framework for the upcoming quarter and an overview of the asset classes. He suggests that the recent actions and intentions of the major central banks reaffirm our negative view on the sovereign bond market. We expect steepening of the US curve as the third hike is already priced in and any news on the tax cuts or infrastructure should weigh on the long end. On the equities side, solid PMIs and robust consumer spending are the catalysts for positive trend continuation. As such, we favour Europe, US, Canada and Japan.
Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.
Learn moreFounded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.
Learn moreWe pride ourselves on our ability to help. Please get in touch.
Contact us