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.

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.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

Dolfin wins ‘Excellence in Client Service’ at the annual International Investment Awards

Dolfin was recognised for our outstanding client service at the 20th annual International Investment Awards.

April 2017 investment update

Our investment outlook for April is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

Download Report pdf, 381 KB
10 April 2017 / Monthly investment updates
Author
Dolfin

From a macroeconomic perspective:

The US: Robust economic growth
PMI numbers held at elevated levels above 50 (a sign of expansion), with the ISM Manufacturing Index falling slightly to 57.2, from 57.7 in February. Elsewhere, jobs data continues to show strength, with non-farm payrolls of 235,000 jobs in February, and an upwards revision of the January figure to 238,000 jobs created. Whilst retail sales dipped to 5.7 per cent, from 6 per cent in January, the trend has been upward moving.

The UK: A constant state of flux
Article 50 was triggered on 29 March, marking the formal start of the UK’s exit from the EU. Amidst the noise emanating from the British media, the impact to the economic outlook still remains to be seen over the near term. PMI numbers have been consistently positive, albeit slowing, with manufacturing and services up 54.6 and 53.3 respectively in February. Elsewhere, retail sales bounced back in February, rising 1.3 per cent month-on-month (MoM). Despite this broadly positive data however, industrial production fell -0.7 per cent MoM.

The Eurozone: All eyes on upcoming elections
Politics remain a tailwind in April as the French election fast approaches. PMI numbers were strong across the board in March, with the composite index for the euro reaching 56.4, from 56 in February. The strength was broad-based, with multi-year highs in manufacturing PMI for all major Euro economies (ex-Spain).

Investment accounts

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.

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About us

Founded 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.

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